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Full-time
bachelor degree
Continuous Professional Development, Flexible Working
Posted 34d ago
~40 hrs/week
Responsibilities
Design and deliver engaging learning solutions and high-impact training for various sales channels including Retail, Commercial, and Private Banking. Collaborate with stakeholders to manage the end-to-end training agenda and facilitate workshops with subject matter experts.
Requirements
Requires a university degree with strong communication, presentation, and project management skills. Proficiency in English and Mandarin is strongly preferred, along with knowledge of life insurance and financial services training.
Full job description
GCB 5
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
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