About the role
FinEx AI summary
HSBC's Retail Banking and Wealth Hong Kong is hiring a Mobile Insurance Specialist. The role captures insurance opportunities from leads, manages insurance portfolios and relationships with Premier mainland customers, delivers end-to-end insurance services, and advises on suitable insurance solutions. It also works with branch teams and partners.
Core skills
Insurance business developmentLead managementCustomer relationship managementInsurance portfolio managementNeeds identificationInsurance solution advisory