Job description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Commercial Banking serves millions of businesses ranging from small, to large corporates, providing commercial customers with a full range of banking services including Global Trade and Receivables Finance, RMB solutions, multi-currency business accounts, payments and cash management, and wealth management and insurance, , as well as a comprehensive range of financing solutions. With dedicated Relationship Managers and Product Specialists providing local support and advice in over 60 countries and territories, HSBC helps connect customers to opportunities.
We are currently seeking a high calibre professional to join our team as a Vice President II, Insurance.
Principal Responsibilities
In this role you will:
- Proactively identify commercial insurance business opportunities and provide excellent direct sales services to customers, engaging Commercial Banking Relationship Managers and/ or other frontline partners. Convert these opportunities into real income at a high closing ratio with revenue targets being regularly achieved/exceeded
- Manage the department’s key relationships by providing excellent after sales service and identifying untapped business opportunities, thereby growing/ maximizing customers’ I&I wallet share in accordance with customers’ requirement
- Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships
- Work with CMB RMs closely on a day-to-day basis to build trust and rapport. Ensure RMs are aware of and comfortable in making business referrals to them and respond to their referrals/requests in a timely manner
- Provide professional advice to internal/external customers on how I&I can fulfill business requirements; and provide or support trainings and workshops for internal/external customers as required
- Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experienced team members to jointly achieve sales and targets as a team
- Be responsible to engage CMB Directors and Team Heads in the formulation and execution of business strategy and tactical program
- To maintain the highest standard of integrity and ensure compliance with all internal and external rules, regulations and guidelines on all service and sales activities; Strict adherence to and work within the guidance laid down by the Sales Protocols and Compliance manuals and under the supervision of line managers. On-going compliance to all regulatory requirements is required
Requisitos
To be successful you will need:
- Solid sales experience in insurance & investment product
- IIQE, paper 1, 2, 3 & 5 or possess certain insurance qualification according to the regulatory requirement
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- RI license (HKSI Paper 1,7 & 8) or possess certain investment wealth management qualifications according to the regulatory requirement
- Strong interpersonal, sales and communication skill
- Fluency in English, Cantonese, and Mandarin
Opening up a world of opportunity
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.