Job Description - Senior Corporate Specialist III, Pensions Sales
We are currently seeking a high calibre professional to join our team as a Senior Corporate Specialist III.
In this role you will :
Establish close business partnership 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 need 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 expectation 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 a definite 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
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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