Job Description

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.