About this role
We are currently seeking a high calibre professional to join our team as Associate Director, Insurance Advisory 1
In this role you will:
- Client facing role to provide specialist advice on appropriate HSBC insurance solutions and drive HNW sales across strategic partnerships
- Drive insurance sales and referral activities together with RMs
- Manage sales planning and pipeline prioritization activities
- Act as subject matter expertise and provide training 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
To be successful you will need:
- 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.
- 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
- Fluency in written and verbal English and Chinese is required, including Mandarin.