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 realize 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.

Principal responsibilities

• Provide leadership, coaching, and development to a team of Wealth Planning Specialists (WPS) to deliver top-notch financial planning services and fulfil customer needs with insurance solutions
• Ensure the insurance/ protection needs of customers are fulfilled with quality and all relevant regulatory and internal guidelines are adhered to throughout the insurance sales process
• Manage the team’s portfolio to ensure the highest rate of customer satisfaction and persistency
• Identify and execute initiatives to capitalise on business opportunities, such as referrals from affinity partners, and outbound call campaigns
• Drive the overall vision and strategy for the WPS team, ensuring alignment with organisational goals and strategic direction
• Obtain feedback from customers/working partners and provide insight for streamlining process and ideating product solutions, customer campaigns
• Develop, formulate and implement business strategies with the aim to
• Collaborate with referral/business partners to effectively mobilize resources to serve prospects/customers
• Lead initiatives to strengthen and promote HSBC Life's brand and reputation, ensuring adherence to service quality benchmarks

Requirements

• University graduate
• Relevant industry certifications or qualifications (Insurance Intermediaries Qualifying Examination Papers 1, 3 and 5)
• At least 3 – 5 years of experience in business development, client servicing or distribution support within the financial services or insurance industries.
• Strong business and financial acumen with the ability to manage KPIs effectively
• Knowledge of regulatory frameworks and industry standards within the insurance/banking sectors
• Excellent leadership, presentation communication skills, with the ability to influence and engage stakeholders
• Strong proficiency in Microsoft Office
• Fluent in English, Cantonese and Mandarin

To be considered for this role, the relevant rights to work in Macau is required.

You’ll achieve more when you join HSBC Life.


HSBC/HSBC Life 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/HSBC Life 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 / HSBC Life (International) Limited.