VP II - Insurance

GCB 5

We are currently seeking a high calibre professional to join our team as a VP II - Insurance.

In this role you will: 

Impact on the Business / Function

• Proactively identify commercial insurance business opportunities and provide excellent direct sales services to customers, engaging CMB RMs and/ or other frontline partners. Convert these opportunities into real income at a high closing ratio with revenue targets being regularly achieved/exceeded.
• Manage the department’s key relationships by providing excellent after sales service and identifying untapped business opportunities, thereby growing/ maximizing customers’ I&I wallet share in accordance with customers’ requirement.

Customers / Stakeholders 

• Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships.
• Work with CMB RMs closely on a day-to-day basis to build trust and rapport. Ensure RMs are aware of and comfortable in making business referrals to them and respond to their referrals/requests in a timely manner. 
• Provide professional advice to internal/external customers on how I&I can fulfill business requirements. 
• Provide and/or support I&I trainings and workshops for internal/external customers as required. 

Leadership & Teamwork

• Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experienced team members to jointly achieve sales and targets as a team. 
• Be responsible to engage CMB Directors and Team Heads in the formulation and execution of business strategy and tactical program.

Operational Effectiveness & Control 

• To stand HSBC Value in all business engagements. 
• To maintain the highest standard of integrity and ensure compliance with all internal and external rules, regulations and guidelines on all service and sales activities. 
• Strict adherence to and work within the guidance laid down by the Sales Protocols and Compliance manuals and under the supervision of line managers. On-going compliance to all regulatory requirements is required. 
• Strive to achieve the quality sales measures as set down to them. 

To be successful you will need: 

• Bachelor Degree
• Over 3 years sales experience for insurance / investment products.
• IIQE, paper 1, 2, 3 & 5 or possess certain insurance qualification according to the regulatory requirement.
• RI license (HKSI Paper 1,7 & 8) or possess certain investment wealth management qualifications according to the regulatory requirement.
• Strong interpersonal, sales and communication skill. Good PC skills.
• Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage.