Expert Wealth Strategist Wanted
HSBC Life is a world-class institution where you can specialize in insurance. You enjoy the advantages that come with being part of a leading global bank.
We help deliver on promises by providing life insurance products and services to clients throughout the Asia-Pacific region. Employees enjoy a dynamic workplace and opportunities to develop their careers in a growing business segment.
The role involves delivering solutions for customers' insurance needs, collaborating with branch managers, and ensuring high-quality service delivery.
Key Responsibilities
* Provide specialist advice to customers on appropriate insurance solutions.
* Capture business opportunities from referrals and outbound calls.
* Manage customer insurance portfolios for high satisfaction and persistency.
* Observe feedback and provide insights for process improvement and product development.
Qualifications
* University degree holder or equivalent qualification.
* Insurance intermediaries qualification (Paper 1, 3, and 5 preferred).
* Experience in business development, client servicing, or distribution support.
Requirements
* Strong coaching skills and business acumen.
* Solid knowledge of driving business strategy.
* Fluent English language skills.
To be considered for this role, the relevant rights to work in Macau are required.