HSBC Life (International) Limited – Macau Branch
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 specialise 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 realise 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 Insurance Specialist - HSBC Life
職位空缺 JOB OPENINGS:
Assistant Manager, Macau Branch - HSBC Life, Macau
Principal responsibilities:
Assist manager in maintaining a smooth, effective and efficient daily operations of the department
Maintain daily smooth and efficient operational function of customer servicing, policy servicing and claims
Handle enquiries and provide services to customers at service counter and hotline
Assist timely filing to regulators
Ensure timely delivery of quality services by meeting departmental benchmarks
Perform other duties periodically assigned by supervisors in order to meet operational and other requirements
Handle letters, reports and documents to maintain standard of guideline and aware of exception or irregularities promptly
Requirements:
University degree holder
Minimum 5 years of working experience in financial institutions and customer service related areas
Solid knowledge in insurance products
Effective analytical and problem solving skills
Excellent communications and interpersonal skills
Fluent in English, Cantonese and Mandarin
Computer-literacy
Self-motivated and able to work independently
Interested candidates, please apply directly via:
Insurance Specialist – HSBC Life Macau
Job Roles & Responsibilities:
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
Qualifications and Requirements:
University Degree Holder
Passed Insurance Intermediaries Qualifying Examination Paper 1 and 3
Minimum 3 years of working experience in Business development, client servicing or distribution support within banking or life insurance settings
Solid knowledge in Life Insurance Products
Strong coaching skills and strong business acumen
Solid knowledge in driving and implementing business strategy
Strong proficiency in Microsoft Office
Excellent Communications and Interpersonal Skills
Fluent in English, Cantonese and Mandarin
To be considered for this role, the relevant rights to work in Macau is required.
Interested candidates, please apply directly via:
滙豐人壽保險 - 理財策劃顧問
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。
主要職責:
為客戶提供合適保險解決方案的專業建議,及在整個銷售過程提供支援,以確保充分滿足客戶的保險/保護需求
透過親緣關係/客戶推薦,及不同渠道如促銷攤位 / 進行電話對外銷售中發掘機會
以了解客戶的其他財富需求,或為非銀行客戶提供服務,為澳門分行的工作人員提供轉介
管理客戶的保險組合,以確保最高的客戶滿意度和可持續性
觀察客戶 / 工作夥伴的反饋,以提供意見精簡流程並改善產品解決方案
與主管一起制定業務計劃並製定業務戰略,執行分配的銷售策略
與分行經理合作,有效調動資源以提交滿足客戶需求的保險解決方案
促進和提升滙豐人壽和銀行的品牌和形象
確保對各分行提供的服務進行基準測試,並達到最高質量
工作經驗要求:
大學學位持有人或同等學歷
持有有效保險中介人資格考試卷一、三和五
有於銀行或人壽保險從事業務發展,客戶服務, 分銷工作等相關經驗
對人壽保險產品有透徹的了解
敏銳的商業洞察力及有能力輔導團隊
有能力幫助推動與實施企業戰略
熟悉Microsoft Office之操作如EXCEL、WORD等
工作主動,具有良好的溝通能力、創新思維,及團隊協作意識
具流利的廣東話、普通話、英文語言能力
要被考慮這個職位,相關人士必須為有權利於澳門工作。
您將在滙豐銀行成就更多。
有意應徵者,請透過以下鏈結申請:
https://mycareer.hsbc.com/ExternalApply?pipelineId=182489
滙豐致力建立文化,使所有員工都受到重視和尊重。我們為提供一個能夠促進持續的職業發展,靈活的工作以及在包容性和多元化環境中成長的機會而感到光榮。本行持有的有關就業申請的個人數據將根據我們的私隱聲明使用,該私隱聲明可從我們的網站上獲得。
OUR BENEFIT
We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:
Pension Fund
Medical insurance covering dependents and wellness
18 days and above Annual leave
Bank holidays
Birthday leave, Festival early leave, Parental leave, Examination leave etc.
Employee Education Benefits Program
Learning programs & Development Opportunities
You’ll achieve more when you join HSBC.
www.hsbc.com/careers
Please scan the QR code for our career opportunities and applications: