Insurance Specialist

Fellows Square Limited; Hong Kong Island; Sur place; HKD 550 000 - 900 000; Plein temps

Résumé du poste

Fellows Square Limited in Hong Kong Island seeks an Insurance Specialist to advise principal family members and their advisors, crafting bespoke wealth strategies aligned with long-term vision and risk tolerance.

You will establish new business relationships, communicate new products, support revenue growth, collaborate with stakeholders, participate in events, and protect the bank's reputation through compliant client due diligence.

Qualifications

• University degree in Business or related discipline.
• Experienced in sales, preferably in the mid-market.
• Possess Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 3.

Responsabilités

• Establish new business relationships and strengthening existing ones, whilst ensuring fair outcomes for all types of customers via direct customer engagements
• Communicate new products, offers and relevant market information to customers
• Support plans and strategies to generate new business, increase revenue for existing ones and activate new distribution channels within HSBC Group
• Collaborate with multiple stakeholders to maximise sales opportunities for the bank
• Participating in events, initiatives and activities to capture new business opportunities
• Protect the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews

Connaissances

Sales experience

Commercial acumen

Insurance exam

Formation

University degree in Business or related discipline

Description du poste

The Insurance Specialist will serve as a trusted advisor to principal family members and their advisors, crafting and executing bespoke wealth strategies that align with long-term vision, risk tolerance, and family values.

Key responsibilities

Establish new business relationships and strengthening existing ones, whilst ensuring fair outcomes for all types of customers via direct customer engagements

Communicate new products, offers and relevant market information to customers

Support plans and strategies to generate new business, increase revenue for existing ones and activate new distribution channels within HSBC Group

Collaborate with multiple stakeholders, which may include team leader, channel middle office, product specialists, to maximise sales opportunities for the bank

Participating in events, initiatives and activities to capture new business opportunities

Protect the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews

About you

University degree in Business or related discipline

Experienced in sales, preferably in the mid-market

Possess strong commercial thinking and business acumen – able to highlight key compliance and risk issues that could impact business performance

Possess Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 3

A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results

Ability to work independently and meet tight deadlines without compromising quality

Strong communication skills, particularly relating to business considerations and use non-technical jargon, good command of spoken and written Chinese, English and Mandarin

Strong problem solving skills for wide range of problems

Fluency in Chinese (Both Mandarin & Cantonese) required