Senior Corporate Specialist III, Pensions Sales

We are currently seeking a high calibre professional to join our team as a Senior Corporate Specialist III. In this role you will : Establish close business partnership with relationship managers from Commercial Banking, Global Banking Market and brokers to uplift the referral rate of Corporate Business Solicit new pension business effectively with Commercial Banking, Global Banking Market and brokers to achieve business target across all customer segments in the bank Manage the servicing need o

HSBC - Hong Kong - Full time

Salary: Competitive

We are currently seeking a high calibre professional to join our team as a Senior Corporate Specialist III.

In this role you will :
  • Establish close business partnership with relationship managers from Commercial Banking, Global Banking Market and brokers to uplift the referral rate of Corporate Business
  • Solicit new pension business effectively with Commercial Banking, Global Banking Market and brokers to achieve business target across all customer segments in the bank
  • Manage the servicing need of Commercial Banking, Global Banking Market and brokers customers and identifying a variety of sales and servicing initiatives to enhance referral business from Commercial Banking, Global Banking Market and Brokers
  • Collaborate with RTD teams to generate Retail Referrals & HSBC Life to Solicit Employee Benefit Business from our pension clients
  • Act as the Mandatory Provident Fund specialist to manage expectation and to improve the satisfaction level of customer throughout the processing of sales and service
  • Support the Pensions proposition and business strategy to effectively drive the business initiatives
  • Plan, manage and allocate resources effectively to ensure sales and servicing standards of bank


To be successful you will need:
  • University graduate with Bachelors Degree or above
  • Solid experience in business development and marketing, particularly in the MPF and insurance industry would be a definite advantage.
  • Holder of Insurance, HKMA and MPFA license or Pass in HKSI exam Paper 1, 7 and 8 and MPF licensing exam
  • Excellent customer-servicing manner, communication and problem solving skills
  • Proficient in Personal Computer skills including Excel, Words and Database skill
  • Able to work under pressure and meet tight deadlines


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

www.hsbc.com/careers

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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