Senior Corporate Specialist I, Pensions Sales

We are currently seeking a high calibre professional to join our team as a Senior Corporate Specialist I.

In this role you will:

• Establish close business partnerships with relationship managers from Commercial Banking, Global Banking Market and brokers to uplift the referral rate of Corporate Business
• Solicit new pension business effectively with Commercial Banking, Global Banking Market and brokers to achieve business target across all customer segments in the bank
• Manage the servicing needs of Commercial Banking, Global Banking Market and brokers customers and identifying a variety of sales and servicing initiatives to enhance referral business from Commercial Banking, Global Banking Market and Brokers
• Collaborate with RTD teams to generate Retail Referrals & HSBC Life to Solicit Employee Benefit Business from our pension clients
• Act as the Mandatory Provident Fund specialist to manage expectations and to improve the satisfaction level of customer throughout the processing of sales and service
• Support the Pensions proposition and business strategy to effectively drive the business initiatives
• Plan, manage and allocate resources effectively to ensure sales and servicing standards of bank

To be successful you will need:

• University graduate with Bachelors Degree or above
• Solid experience in business development and marketing, particularly in the MPF and insurance industry would be an advantage
• Holder of Insurance, HKMA and MPFA license or Pass in HKSI exam Paper 1, 7 and 8 and MPF licensing exam
• Excellent customer-servicing manner, communication and problem solving skills
• Proficient in Personal Computer skills including Excel, Words and Database skill
• Able to work under pressure and meet tight deadlines

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ).

Opening up a world of opportunity

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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