HSBC Group

GCB 5

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as an Associate Director, Insurance Advisory.

Principal Responsibilities

• Client facing role to provide specialist advice on appropriate HSBC insurance solutions and/or to make referrals to external insurance brokers when necessary
• Drive insurance sales and referral activities together with RMs
• Manage sales planning and pipeline prioritization activities
• Act as subject matter expertise and provide trainings to the floor on insurance
• Manage insurance brokers to ensure their business productivity and service level
• Ensure the insurance sales and/or referral process and activities are in compliance with both internal and external regulatory requirements 

• Insurance licensed with at least 5 -10 years of sales experience, preferably in High Net Worth Market, with knowledge on wealth planning and Trust and PIC holding structures
• Broad knowledge in insurance products, particularly on whole of life, universal life, savings, and private placement life insurance (PPLI)
• Proven track record in insurance sales.  Experience in selling HSBC Life products preferred but not mandatory
• Strong business mindset and self-driven character
• Dealing with ambiguity – the flexibility to pivot and work on multiple projects simultaneously
• Independent and able to work under pressure
• Client oriented with strong communication and presentation skills
• Fluent in written and verbal English and Chinese, including Mandarin

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.