HSBC · Central, Hong Kong Island, HK
Associate Director, Insurance Advisory 1
负责保险顾问销售、推荐及团队培训,面向高净值客户。
最近核查時仍有刊登最近確認刊登:2026-11-03 18:33:58.264932+00
招聘狀態可能變動,申請前請查看原始職位。
薪酬未公開
學歷未说明
語言English · Fluency、Chinese · Fluency、Mandarin · Fluency
經驗5-10年销售经验
工作內容
- 为客户提供 HSBC 保险方案建议并推动高净值销售
- 与 RMs 协同推进保险销售和转介活动
- 管理销售计划、pipeline 优先级和团队培训
- 监督保险经纪及销售流程合规
職位要求
- 持有保险牌照
- 至少5-10年销售经验,偏高净值市场更佳
- 了解财富规划、Trust 和 PIC holding structures
- 有保险销售业绩记录,能处理中不确定性
查看招聘來源的要求摘錄
原始資料於 2026-11-01 查閱;內容可能已更新,請查看原始職位。
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.
來源:公司官网 · 資料查閱日期 2026-11-01。職位狀態及要求請以原始招聘頁面為準。