Wealth Planning Specialist - HSBC Life, Macau (for Graduates)
Opening date 11-Mar-2024 Closing date 30-Apr-2024 Job Advert Details 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.
HSBC Life is a world-class institution where you can specialize 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.
Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.
Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking an experienced professional to join our team in the role of Team Leader, Vice President - Wealth Planning.
滙豐人壽是一家世界一流的機構，您可以在這裡專注於保險，但可以享受成為領先的全球性國際銀行所帶來的優勢。保險關乎人，也關乎他們的承諾。在滙豐人壽，我們通過為整個亞太地區的客戶提供各種各樣的人壽保險產品和服務，幫助兌現這些承諾。
Principal Accountabilities 主要職責
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.
HSBC Life is a world-class institution where you can specialize 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.
Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.
Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking an experienced professional to join our team in the role of Team Leader, Vice President - Wealth Planning.
滙豐人壽是一家世界一流的機構，您可以在這裡專注於保險，但可以享受成為領先的全球性國際銀行所帶來的優勢。保險關乎人，也關乎他們的承諾。在滙豐人壽，我們通過為整個亞太地區的客戶提供各種各樣的人壽保險產品和服務，幫助兌現這些承諾。
Principal Accountabilities 主要職責
- 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
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