Wealth Planning Specialist, HSBC

HSBC

Location:
Macau, Macau

Category:
Insurance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

HSBC Life is a world-class institution where you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Job Responsibility:

Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled
Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call
Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer
Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency
Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions
Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned
Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers
Promoting and enhancing the brand and image of HSBC Life and the Bank
Ensure that the service delivered by various branches are being benchmarked and are of top quality

Requirements:

University Degree Holder
Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred
Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries
Knowledge in Life Insurance Products is preferred
Strong coaching skills and strong business acumen
Solid knowledge in driving and implementing business strategy
Strong proficiency in Microsoft Office
Excellent Communications and Interpersonal Skills
Fluent in English, Cantonese and Mandarin

Additional Information:

Job Posted:
August 11, 2025

Expiration:
December 31, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Wealth Planning Specialist

HSBC

Location:Macau, Macau

Category:Insurance

Contract Type:Not provided