Job description
Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the world-class banking and financial services organizations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.
Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.
HSBC Personal Wealth Planning offers:
1. Protection related product and wealth planning services via HSBC Life
2. Digital technology support and enablement via HSBC Fintech
3. More one-stop wealth tech services via HSBC Selected App
We are currently seeking an experienced professional to join our team.
In this role, you will:
• Work with Field Managers to implement the action plans.
• Monitor daily operational processes in the team.
• Work closely with sales support and operation staff to facilitate smooth execution of the sales process.
• Act as the primary point of contact for procedural guidance, and ensure effective usage of sales tools and sales support materials.
• Take responsibility for monitoring the team to complete the mandatory trainings.
• Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment.
• Support achievement of the HSBC vision, Values, goals and culture in personal behavior, actions and decision making.
• Ensure self and team activities comply with relevant legal and regulatory requirements and meets HSBC standards and procedures.
Requirements
To be successful in the role, you should meet the following requirements:
• University degree or above in business administration or equivalent
• Minimum 5-8 years sales, customer relationship management and team-leading experience in the financial services industry
• Strong coaching skills and business acumen
• Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships
• Highly motivated and self-disciplined with the ability to work effectively and independently
• Possess the ability to apply entrepreneurial and commercial thinking to deliver team’s business performance
• Strong verbal and written communication skills in Chinese and basic knowledge of English
You’ll achieve more when you join HSBC.
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 and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /RG
Issued by HSBC Insurance Brokerage Company Limited