About the role
FinEx AI summary
HSBC seeks an Insurance Specialist to build and deepen customer relationships, communicate insurance products and market information, and generate new business. The role supports HSBC Group distribution plans, collaborates with stakeholders, and carries out customer due diligence. Requires a business degree, sales experience, IIQE Papers 1 and 3, and Chinese/English/Mandarin language skills.
Core skills
Insurance salesNew business developmentCustomer relationship managementIIQE Papers 1 & 3Customer due diligence and credit reviewsCompliance and risk awareness