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VP II - Insurance
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VP II - Insurance

发布于 大约 18 小时前

中层管理(经理/总监)

Central, Hong Kong Island, Hong Kong
高级经验
全职员工
仅现场办公
本科
销售与零售
Client Relationship Management
Compliance
Direct Sales
Hksi
Iiqe
Risk Management
Wealth Management

AI 估算 · 56k–112k

Based on VP level in banking and insurance sector in Hong Kong, market rate for this senior role.

职位详情

关于这个职位

As a VP II in Insurance at HSBC, you will be responsible for identifying commercial insurance opportunities, providing direct sales services, and managing key client relationships to drive revenue growth. This role requires strong sales expertise, regulatory knowledge, and the ability to collaborate with CMB relationship managers and other stakeholders. You will also mentor team members and contribute to business strategy formulation.

最低要求

Bachelor Degree

Over 3 years sales experience for insurance / investment products.
IIQE, paper 1, 2, 3 & 5 or possess certain insurance qualification according to the regulatory requirement.
RI license (HKSI Paper 1,7 & 8) or possess certain investment wealth management qualifications according to the regulatory requirement.
Strong interpersonal, sales and communication skill. Good PC skills.
Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage.

工作职责

Impact on the Business / Function

Proactively identify commercial insurance business opportunities and provide excellent direct sales services to customers, engaging CMB RMs and/ or other frontline partners. Convert these opportunities into real income at a high closing ratio with revenue targets being regularly achieved/exceeded.
Manage the department’s key relationships by providing excellent after sales service and identifying untapped business opportunities, thereby growing/ maximizing customers’ I&I; wallet share in accordance with customers’ requirement.
Customers / Stakeholders
Provide excellent customer service to the satisfaction of customers and to acquire, retain and strengthen customer relationships.
Work with CMB RMs closely on a day-to-day basis to build trust and rapport. Ensure RMs are aware of and comfortable in making business referrals to them and respond to their referrals/requests in a timely manner.
Provide professional advice to internal/external customers on how I&I; can fulfill business requirements.
Provide and/or support I&I; trainings and workshops for internal/external customers as required.
Leadership & Teamwork
Recommend changes in products, service, and process by evaluating results and competitive developments and to mentor less experienced team members to jointly achieve sales and targets as a team.
Be responsible to engage CMB Directors and Team Heads in the formulation and execution of business strategy and tactical program.
Operational Effectiveness & Control
To stand HSBC Value in all business engagements.
To maintain the highest standard of integrity and ensure compliance with all internal and external rules, regulations and guidelines on all service and sales activities.
Strict adherence to and work within the guidance laid down by the Sales Protocols and Compliance manuals and under the supervision of line managers. On-going compliance to all regulatory requirements is required.
Strive to achieve the quality sales measures as set down to them.

AI 洞察

优缺点分析

优点

  • Opportunity to work at a leading global bank with strong brand and resources.
  • Exposure to high-value commercial clients and complex insurance solutions.
  • Clear career progression path in a large organization with global mobility options.
  • Competitive compensation and benefits package typical for VP level in Hong Kong.
  • High revenue targets and pressure to close deals consistently.
  • Requires strict compliance with regulatory and internal protocols, which can be demanding.
  • Need to manage multiple stakeholder relationships (RMs, clients, management) effectively.
  • Experienced insurance sales professionals with strong regulatory knowledge and a track record in commercial lines, who thrive in a target-driven environment and enjoy mentoring others.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Progress to higher VP or Director roles within HSBC's insurance or wealth management division.
  • Expand expertise into broader investment banking or corporate banking functions.
  • Develop into a team head or business unit lead with strategic responsibilities.
  • Identify and convert commercial insurance business opportunities into revenue through direct sales and partnerships with Relationship Managers.
  • Manage key client relationships post-sale to maximize wallet share and uncover new opportunities.
  • Provide training and workshops on insurance and investment products to internal and external stakeholders.
  • Mentor less experienced team members and contribute to business strategy formulation with senior management.
  • Strong sales and negotiation skills with at least 3 years of experience in insurance or investment products.
  • Regulatory knowledge: IIQE papers 1,2,3,5 and HKSI papers 1,7,8 (or equivalent qualifications).
  • Excellent interpersonal and communication skills in English, Chinese, and preferably Putonghua.
  • Proficiency in PC skills and ability to work with compliance and sales protocols.

申请策略

  • Tailor your CV to demonstrate direct sales success and client relationship management in insurance.
  • Research HSBC's current business priorities in Hong Kong and align your experience with their strategic goals.
  • Highlight specific achievements in commercial insurance sales, including revenue generated and client portfolio growth.
  • Emphasize relevant insurance and investment licenses (IIQE, HKSI) and any additional certifications.
  • Showcase experience working with relationship managers or in a team-based sales environment.
  • Include language proficiency details, especially Mandarin.
  • If not already held, obtain the required IIQE and HKSI licenses before applying.
  • Deepen knowledge of HSBC's insurance product suite and how it integrates with corporate banking.

面试指南

  • Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
  • For compliance questions, emphasize your knowledge of regulations and internal controls, and give examples of balancing sales with risk management.
  • For stakeholder questions, show your ability to build trust and communicate value proposition.
  • Describe a time you exceeded a sales target for insurance products. What strategies did you use?
  • How do you ensure compliance with regulatory requirements while pursuing aggressive sales goals?
  • Tell me about a challenging client relationship you managed and how you resolved it.
  • How would you approach a Relationship Manager who is hesitant to refer clients to your insurance team?
  • What is your understanding of the current commercial insurance market trends in Hong Kong?

职位点评

64
综合评分

Senior insurance sales role at a global bank with good pay and growth, but demanding targets and office-based.

从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。

更适合这类人
Best for candidates motivated by competitive compensation and career development in a stable banking environment, who can handle high targets and limited flexibility.
表现最好
薪资福利
相对薄弱
工作生活
薪资福利75
成长发展70
工作生活40
使命价值60

薪资福利

75中等

The role offers competitive compensation typical for a VP in banking, but salary is not disclosed in the JD. Benefits not mentioned but likely standard for HSBC.

薪资信号未披露（AI估算：56K-112K/月）

成长发展

70中等

Opportunities to develop through mentoring, training provision, and strategic involvement. However, no explicit growth programs listed.

技术前沿传统/成熟技术
技术栈Insurance、IIQE、HKSI
成长机会mentor less experienced team members、trainings and workshops
业务类型profit_center

工作生活

40较低

Work is office-based in Central Hong Kong; no mention of flexibility. Likely standard banking hours but may require overtime to meet targets.

工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）

使命价值

60中等

Insurance sales at a major bank contributes to financial stability and client protection, but the role is primarily commercial with moderate social impact.

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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