Some careers have more impact 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.

HSBC Life is a world-class institution where you can specialise 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 an experienced professional to join our team in the role of Wealth Planning Specialist.

Principal Accountabilities 主要職責:

• Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled
• Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.
• Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer
• Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency
• Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions
• Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned
• Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers
• Promoting and enhancing the brand and image of HSBC Life and the Bank
• Ensure that the service delivered by various branches are being benchmarked and are of top quality

• University Degree Holder
• Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred
• Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries
• Knowledge in Life Insurance Products is preferred
• Strong coaching skills and strong business acumen
• Solid knowledge in driving and implementing business strategy
• Strong proficiency in Microsoft Office
• Excellent Communications and Interpersonal Skills
• Fluent in English, Cantonese and Mandarin