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Training Project Manager, Insurance Academy - HSBC Life
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Full-time
bachelor degree
Posted 1d ago
~40 hrs/week
Responsibilities
Design and develop engaging learning solutions for various sales channels while facilitating workshops with subject matter experts. Collaborate with senior stakeholders to manage the end-to-end training agenda and provide strategic input for development initiatives.
Requirements
Requires a university degree and strong communication, presentation, and project management skills. Candidates should have experience in financial services training and a deep understanding of life insurance and sales distribution.
Full job description
We are currently seeking a high calibre professional to join our team as a Training Project Manager, Insurance Academy - HSBC Life.
In this role you will:
Design and develop engaging learning solutions for multiple sales channels, including Retail Banking and Wealth, Commercial Banking, Private Banking, and Brokers, tailoring content to each audience’s needs.
Deliver high-impact training across product knowledge, sales process, and selling skills, including accreditation support to help life insurance sales build capability and progress their careers.
Plan and facilitate workshops with internal and external subject matter experts, ensuring frontline teams stay current on market insights, regulatory/industry updates, and core insurance expertise.
Collaborate with Group Learning and senior stakeholders to shape and manage the end-to-end training agenda and key projects across all channels, providing strategic input into learning content for customer-facing and internal development events.
To be successful you will need:
University Graduate.
Excellent written and verbal communication, with strong presentation/facilitation skills.
Fluent in English and Mandarin is strongly preferred.
Strong stakeholder and project management skills; able to run multiple workstreams and deliver to tight timelines.
Strong sales insight—able to translate frontline needs, customer conversations, and performance data into practical training initiatives.
Energetic, creative, and resilient—thrives in a fast-paced environment and brings fresh ideas to engage learners.
Knowledge of life insurance and financial planning, frontline insurance sales/ distribution exposure especially in retail banking/ corporate banking/ private banking would be a strong advantage.
Experience in banking/financial services training, sales coaching, or distribution support would be a strong advantage.
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
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