Wealth Planning Specialist I (WPS I)
Brand:
HSBC
Area of Interest:
Location:
Macau, Macau, MO, N/A
Work style:
Date:
10 Oct 2025
Principal Accountabilities 主要職責
- 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
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
- Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.
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
- Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer
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
- Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency
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
- Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions
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
- Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned
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
- Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers
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
- Promoting and enhancing the brand and image of HSBC Life and the Bank
促進和提升滙豐保險和銀行的品牌和形象
- Ensure that the service delivered by various branches are being benchmarked and are of top quality
確保對各分行提供的服務進行基準測試，並達到最高質量
Qualifications 工作經驗要求
- University Degree Holder
大學學位持有人或同等學歷
- Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred
持有有效保險中介人資格考試卷一、三 和 五
- Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries
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
- Knowledge in Life Insurance Products is preferred
對人壽保險產品有透徹的了解
- Strong coaching skills and strong business acumen
敏銳的商業洞察力及有能力輔導團隊
- Solid knowledge in driving and implementing business strategy
有能力幫助推動與實施企業戰略
- Strong proficiency in Microsoft Office
熟悉Microsoft Office之操作如EXCEL、WORD等
- Excellent Communications and Interpersonal Skills
工作主動，具有良好的溝通能力、創新思維，及團隊協作意識
- Fluent in English, Cantonese and Mandarin
- Candidate with less relevant experience may be considered for the position of Assistant Wealth Planning Specialist.
To be considered for this role, the relevant rights to work in Macau
要被考慮這個職位，相關人士必須為有權利於澳門工作。
Issued by HSBC Life (International) Limited.
You’ll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by HSBC Life (International) Limited.