One Insurance Specialist

HSBC; Hong Kong; On-site; HKD 400,000 - 650,000; Full time

Job summary

HSBC Life in Hong Kong is seeking a high-calibre One Insurance Specialist to establish and strengthen client relationships, promote HSBC Life insurance products, and drive revenue across channels in a fast-paced market.

You will communicate product updates, support sales plans, and collaborate with stakeholders to maximize opportunities while maintaining risk controls and compliance. Fluency in Chinese, English, and Mandarin is highly valued.

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.
• 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

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 distribuion 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

Skills

Sales experience

Communication skills

Language skills

Problem solving

Independent initiative

Team player

Education

University degree in Business

Job description

Some careers open more doors than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC. Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make.

At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a One Insurance Specialist.

In this role you will:

• 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 distribuion 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

To be successful you will need:

• 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

HSBCLife2026

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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