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Full-time
bachelor degree, professional certificate
Continuous Professional Development, Flexible Working
Posted 21h ago
Apply by Aug 9
~40 hrs/week
Responsibilities
Provide specialist insurance advice to High Net Worth customers and build strong relationships to meet their financial goals. Collaborate with Relationship Managers to drive sales and provide subject matter expertise and coaching on insurance products.
Requirements
Requires a Bachelor's degree in Business or a related field and solid experience in life insurance and the HNW market. Must possess required insurance licenses, including the Insurance Intermediaries Qualifying Examination Long Term Business.
Full job description
GCB 5
We are currently seeking a high calibre professional to join our team as a Senior HNW Business Development Manager.
In this role you will:
Act as a client facing role to provide specialist advice on appropriate HSBC insurance solutions tailored to the needs of HNW customers
Connect with HNW customers to build strong relationships and understand their financial goals and insurance needs
Drive HSBC insurance sales to fulfill customer’s insurance needs together with RMs
Act as subject matter expertise and provide coaching for RM teams on HSBC insurance products and propositions
Manage sales planning and pipeline prioritization activities
Work closely with internal stakeholders to drive outcomes for the best interest of customers
Ensure all regulated activities are conducted in compliance with both internal policies and external regulatory requirements
Maintain a strong focus on risk management and uphold HSBC’s commitment to conduct practices.
To be successful you will need:
Bachelor's degree in Business or a related field.
Solid experience and understanding in life insurance products, HNW market trends, and regulatory requirements.
Prior experience within the insurance industry.
Insurance related license is required, including completion of Insurance Intermediaries Qualifying Examination Long Term Business (i.e. Principle & Practice of Insurance Examination [paper 1] and Long Term Insurance Examination [paper 3]), and complying with related Continuing Professional Development (CPD) requirements
Proven track record of achieving business growth and developing strategic partnerships.
Excellent communication, negotiation, and interpersonal skills.
Strong analytical and problem-solving skills.
Ability to work independently and as part of a team.
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.
High Net WorthLife InsuranceHNW MarketInsurance Intermediaries Qualifying ExaminationLong Term BusinessCPDRisk ManagementFinancial GoalsRegulatory ComplianceMRCSStrategic PartnershipsInsurance Solutions
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking