at HSBC
OtherPosted 15 days ago
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**Associate Director, Insurance Advisory 1:** Lead client-facing insurance advisory, driving HNW sales via strategic partnerships. Key responsibilities include sales planning, pipeline management, training, broker supervision, and regulatory compliance. Requires 5-10 years of insurance sales experience, preferably in HNW, with licenses and product knowledge (whole of life, universal life, savings, PPLI). Must have strong communication, presentation, and language skills (English and Chinese). Self-driven, adaptable, and capable of working under pressure.
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- Not specified
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Full 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.
