Job description
Some careers open more doors than others. If youre looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a
Manager, Insurance Sales Support. Principal Responsibilities - Dealing with internal stakeholders, working with HSBC Life and external insurance brokers
- Provide all-round support to Advisory Team and Solution Team
- Liaise with Advisory Team to ensure service or product material provided is timely and appropriately
- Manage to report sales planning, pipeline reporting and schedule marketing activities
- Act as subject matter expertise to assist Advisors with complex policy inquiries, review services and case issuance
- Assist Regional Head in ad hoc projects and special arrangement
- Hands on preparation of new insurance business and responsible for the update and maintenance of insurance application forms
Requirements
- 5-10+ years of experience in financial management, distribution or other relevant disciplines of an insurance business, preferably in High Net Worth Market
- Self starter and ability to work independently upon clarity of direction
- Solid experience in policy administration and manage time well on tight deadlines
- Good team player to work closely with different parties
- Dealing with ambiguity – the flexibility to pivot and work on multiple projects simultaneously
- Broad knowledge in insurance products, particularly on whole of life, universal life, savings, and private placement life insurance (PPLI)
- Independent and able to work under pressure
- Fluent in written and verbal English and Chinese, including Mandarin
Youll achieve more when you join HSBC.
http://www.hsbc.com/careers
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.