汇丰
VP II - Insurance
VP II - Insurance
发布于 5 个月前高层管理(VP/总经理/CEO)
Kowloon City, Kowloon, Hong Kong
高级经验
全职员工
仅现场办公
学历未注明
销售与零售
保险
关系管理
合规
商业银行
客户服务
投资
普通话
粤语
英语
AI 估算 · 150k–250k
资深保险VP职位，汇丰集团全球知名，香港金融中心薪酬水平高，月薪15-25万人民币属合理区间。
职位详情
关于这个职位
该职位为汇丰银行保险业务副总裁（VP II），主要负责为商业银行客户提供投资和保险产品的销售与关系管理，通过跨部门合作推动业务增长，实现收入目标
适合资深保险销售专业人士
最低要求
Solid years of experience for insurance and investment products
Insurance Intermediaries Qualifying Exam, paper 1, 2, 3 and 5 or possess certain insurance qualification according to the regulatory requirement
Hong Kong Securities and Investment Paper 1,7 and 8 or possess certain investment wealth management qualifications according to the regulatory requirement
Strong interpersonal, sales and communication skill. Good Computing skills
Excellent oral and written communication skills in both English and Chinese
工作职责
Proactively identify new business opportunities and provide excellent direct sales services to customer engaging Commercial Banking Relationship Managers and or other frontline partners. Convert these opportunities into real income at a high closing with revenue targets being regularly achieved or exceeded.
Manage the department’s key relationships bu providing excellent after sales service and identifying untapped business opportunities, thereby growing maximizing customers’ Investment and Insurance wallet share in accordance with the customers’ requirement
Provide excellent customer service to the satisfaction of customer and to acquire, retain and strengthen customer relationships
Work with Commercial Banking Relationship Manager closely on a day-to-day basis to build trust and rapport. Ensure Relationship Manager’s are aware of and comfortable in making business referrals to them and respond to their referral’s requests in a timely manner.
Provide professional advice to internal and external customers on how Investment and Insurance can fulfil business requirements
Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experiences team members to jointly achieve sales and targets as a team
优先资格
Fluency in Putonghua would be an advantage
AI 洞察
优缺点分析
优点
- Work for a globally recognized bank with strong brand and resources.
- High earning potential with commission and bonuses for exceeding targets.
- Exposure to high-net-worth commercial clients and complex insurance solutions.
- High pressure to meet aggressive revenue targets in a competitive market.
- Requires multiple regulatory exams and ongoing compliance obligations.
- Experienced insurance sales professionals who thrive in target-driven environments and enjoy building client relationships.
缺点 / 挑战
暂无明显挑战项
角色解读
- Advance to senior leadership roles within HSBC's insurance or wealth management lines, such as Director or Head of Insurance.
- Move into broader commercial banking leadership or cross-functional roles due to deep client and product expertise.
- Identify and convert business opportunities with commercial banking clients to achieve sales targets for insurance and investment products.
- Manage key relationships with internal partners and clients, providing after-sales service and growing wallet share.
- Provide professional advice on how insurance and investment products can meet business needs.
- Deep knowledge of insurance and investment products, including relevant regulatory qualifications (IIQE papers, HKSI papers).
- Strong sales and interpersonal skills to influence relationship managers and close deals.
- Excellent communication in English and Chinese
- fluency in Putonghua is a plus.
申请策略
- Research HSBC's commercial banking insurance offerings and recent market trends to show interest.
- Quantify past sales achievements (e.g., revenue generated, conversion rates).
- Highlight relevant insurance and investment certifications (IIQE, HKSI).
- Demonstrate experience in managing client relationships and cross-selling.
- Prepare for regulatory exams if not already certified.
- Enhance Mandarin fluency to broaden client base.
面试指南
- Use STAR method (Situation, Task, Action, Result) for behavioral questions.
- For product questions, show understanding of client needs and regulatory context.
- How do you identify and convert business opportunities from existing banking relationships?
- Describe a time you exceeded a sales target. What strategies did you use?
- How do you handle compliance while pushing for sales?
- Explain a complex insurance product to a commercial client. How would you tailor your approach?
- How do you work with internal partners (like Relationship Managers) to drive referrals?
- Review HSBC's insurance and investment product suite, especially for commercial clients.
职位点评
59
综合评分
汇丰保险VP，高薪高压，销售导向，适合目标驱动型人才。
更适合这类人
更适合追求高薪和职业成就的候选人，对工作生活平衡要求不高。
表现最好
薪资福利
相对薄弱
工作生活
薪资福利85
成长发展60
工作生活40
使命价值50
薪资福利
85较高
VP级别，薪资丰厚，有业绩奖金，但JD未提及具体福利。整体补偿性较高。
薪资信号未披露（AI估算：150K-250K/月）
成长发展
60中等
有导师机会（mentor less experienced members），但无明显培训或晋升路径说明。发展性中等。
技术前沿传统/成熟技术
技术栈保险、投资
成长机会mentor less experienced team members
业务类型profit_center
工作生活
40较低
仅现场办公，无灵活工作安排，香港工作节奏快，压力大。生活化满足低。
工作模式仅现场办公
办公地点未明确
加班情况JD含高强度暗示词
使命价值
50较低
保险行业稳定成熟，但JD未提及社会价值或使命感。意义感一般。
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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