Senior Insurance & Wealth Solutions Lead

HSBC Holdings plc; Hong Kong; Presencial; HKD 600.000 - 1.000.000; Tempo integral

Resumo da vaga

HSBC Holdings plc is seeking an Insurance Product Expert to manage an insurance portfolio and partner with Relationship Managers to identify wealth management opportunities in Hong Kong. The role requires strong knowledge of life insurance, wealth management, and related licenses, with active engagement across branches in Hong Kong.

You will lead and coordinate a team of Relationship Managers, driving strategies to meet business objectives while delivering high levels of customer satisfaction

Qualificações

• Experience in life insurance, Bancassurance preferred.
• Extensive wealth management and insurance product knowledge.
• Insurance licenses and CPD requirements as specified.

Responsabilidades

• Manage individual insurance portfolio to maximize customer satisfaction.
• Partner with Relationship Managers to create insurance opportunities by understanding wealth management needs.
• Lead planning of activities for the team of Relationship Managers and cooperate to meet business objectives.
• Implement effective strategies to increase productivity in High Net Worth/Premier market segments.
• Establish effective working relationships with partnered Relationship Managers.
• Provide professional wealth management services, including regular financial reviews, to offer suitable wealth management solutions.
• Foster a positive team culture by promoting quality referrals and knowledge sharing.

Conhecimentos

Life insurance experience

Wealth management knowledge

Insurance product knowledge

English and Cantonese

Communication and presentation

Ownership and initiative

RM collaboration

Formação

Tertiary or university education

Descrição da vaga

HSBC Holdings plc is seeking an Insurance Product Expert to manage an insurance portfolio and partner with Relationship Managers to identify wealth management opportunities in Hong Kong. The role requires strong knowledge of life insurance, wealth management, and related licenses, with active engagement across branches in Hong Kong.

You will lead and coordinate a team of Relationship Managers, driving strategies to meet business objectives while delivering high levels of customer satisfaction