What Channel Development Jobs are in Hong Kong?
Showing 27 Channel Development jobs in Hong Kong
Team Lead, Business Development , Broker Channel - Hang Seng Insurance - Hang Seng Bank (HK)
Posted today
Job Viewed
Job Description
Team Lead, Business Development , Broker Channel - Hang Seng Insurance - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Office Worker
Date: 22 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal responsibilities**
+ Lead and coach a team of Business Development Managers to deliver broker channel business goals and activity KPIs.
+ Manage and grow relationships with key/strategic brokers
+ Execute broker sales/marketing initiatives and provide market and competitor insights to stakeholders.
+ Oversee broker support on enquiries and application processing; handle escalations and improve service quality.
+ Deliver ongoing broker training (product, positioning, objection handling, sales process).
+ Ensure full compliance with regulatory requirements and internal guidelines; maintain strong governance and controls.
+ Support ad hoc projects as assigned.
**Requirements**
+ University degree in Business or related discipline.
+ 8+ years' relevant experience (insurance distribution/broker management preferred); HNW/private banking exposure an advantage.
+ Proven leadership/coaching capability with strong commercial acumen.
+ Strong communication, stakeholder management, and problem-solving skills.
+ Able to work independently under tight deadlines without compromising quality.
+ Putonghua is an advantage.
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Office Worker
Date: 22 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal responsibilities**
+ Lead and coach a team of Business Development Managers to deliver broker channel business goals and activity KPIs.
+ Manage and grow relationships with key/strategic brokers
+ Execute broker sales/marketing initiatives and provide market and competitor insights to stakeholders.
+ Oversee broker support on enquiries and application processing; handle escalations and improve service quality.
+ Deliver ongoing broker training (product, positioning, objection handling, sales process).
+ Ensure full compliance with regulatory requirements and internal guidelines; maintain strong governance and controls.
+ Support ad hoc projects as assigned.
**Requirements**
+ University degree in Business or related discipline.
+ 8+ years' relevant experience (insurance distribution/broker management preferred); HNW/private banking exposure an advantage.
+ Proven leadership/coaching capability with strong commercial acumen.
+ Strong communication, stakeholder management, and problem-solving skills.
+ Able to work independently under tight deadlines without compromising quality.
+ Putonghua is an advantage.
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
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0
Job Description
Head of Channel and Affinity Marketing
As a global health service company, Cigna Healthcare Hong Kong's mission is to improve the health and vitality of those we serve.
Reporting to the Chief Customer Officer, Marketing & Partnership, the incumbent will be responsible for the design and execution of channel marketing initiatives, affinity partnerships, and value-added programs. This role is pivotal in shaping Cigna Healthcare's market positioning and delivering marketing initiatives that enhance engagement, conversion, and retention with our channel and affinity partners.
**Job Responsibilities**
· **Strategic Planning:** Build and manage strategic affinity partnerships to expand reach and deliver value-added services. Lead end-to-end efforts from contract negotiation, campaign design, and content creation to implementation and conversion optimization.
· **Campaigns & Promotions:** Develop and execute channel and affinity marketing strategies aligned with overall business growth objectives.
· **Demand Generation:** Drive demand and sales enablement through broker communications and channel promotions, including cross-sell and up-sell initiatives within partner ecosystems.
· **Integrated Marketing:** Lead B2B and B2C campaigns across digital and traditional channels to support acquisition, engagement, and retention. Collaborate with broader marketing teams for full-funnel tracking and performance optimization, ensuring alignment with shared metrics (SOV, CLTV, pipeline growth, revenue attribution).
· **Performance & Insights:** Monitor KPIs and deliver actionable insights to senior leadership for continuous improvement.
· **Team Leadership:** Coach and manage the team to achieve growth objectives while ensuring compliance with governance standards.
· **Others:** Support the wider marketing team on implementation of initiatives contributing to growth as needed.
**Job Qualifications**
· Bachelor's degree, preferably in Marketing, Business, or related field; MBA preferred.
· Minimum 15 years of experience in channel marketing, affinity partnerships, or B2B/B2C marketing leadership roles.
· Proven track record in driving growth through channels and business partners.
· Strong leadership, communication, and stakeholder management skills.
· Resourceful, creative, and willing to go the extra miles to achieve positive outcomes.
· Demonstration of growth mindset to embrace challenge.
· Mature, collaborative, able to work independently.
· Experience in the health insurance industry is a plus.
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
As a global health service company, Cigna Healthcare Hong Kong's mission is to improve the health and vitality of those we serve.
Reporting to the Chief Customer Officer, Marketing & Partnership, the incumbent will be responsible for the design and execution of channel marketing initiatives, affinity partnerships, and value-added programs. This role is pivotal in shaping Cigna Healthcare's market positioning and delivering marketing initiatives that enhance engagement, conversion, and retention with our channel and affinity partners.
**Job Responsibilities**
· **Strategic Planning:** Build and manage strategic affinity partnerships to expand reach and deliver value-added services. Lead end-to-end efforts from contract negotiation, campaign design, and content creation to implementation and conversion optimization.
· **Campaigns & Promotions:** Develop and execute channel and affinity marketing strategies aligned with overall business growth objectives.
· **Demand Generation:** Drive demand and sales enablement through broker communications and channel promotions, including cross-sell and up-sell initiatives within partner ecosystems.
· **Integrated Marketing:** Lead B2B and B2C campaigns across digital and traditional channels to support acquisition, engagement, and retention. Collaborate with broader marketing teams for full-funnel tracking and performance optimization, ensuring alignment with shared metrics (SOV, CLTV, pipeline growth, revenue attribution).
· **Performance & Insights:** Monitor KPIs and deliver actionable insights to senior leadership for continuous improvement.
· **Team Leadership:** Coach and manage the team to achieve growth objectives while ensuring compliance with governance standards.
· **Others:** Support the wider marketing team on implementation of initiatives contributing to growth as needed.
**Job Qualifications**
· Bachelor's degree, preferably in Marketing, Business, or related field; MBA preferred.
· Minimum 15 years of experience in channel marketing, affinity partnerships, or B2B/B2C marketing leadership roles.
· Proven track record in driving growth through channels and business partners.
· Strong leadership, communication, and stakeholder management skills.
· Resourceful, creative, and willing to go the extra miles to achieve positive outcomes.
· Demonstration of growth mindset to embrace challenge.
· Mature, collaborative, able to work independently.
· Experience in the health insurance industry is a plus.
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
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1
Job Description
Channel Sales Officer (Mortgage) - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Hybrid Worker
Date: 10 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Retail Distribution - Mortgage Relationship Management** **RBW**
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 250 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
As one of the Hong Kong's leading mortgage banks, we help smooth the path to home ownership for customers by offering innovative, timely and comprehensive mortgage products and services that allow homebuyers at all levels to fulfill their home-buying dreams. Our services are delivered through a comprehensive range of service channels, including branches, mobile direct sales, e-channels and customer hotlines.
Should you join our Mortgage Relation Management, you will work closely with our professional, innovative and committed staff to develop and enhance mortgage loan products to meet the changing needs of customers in a dynamic market environment and to deliver premium services to our customers.
We are currently seeking a high calibre professional to join our department as **Channel Sales Officer** , reporting to Channel Sales Manager.
**Principal responsibilities**
+ Acquire and promote mortgage loan business including mortgage loans and secured overdraft products through the Bank's direct banking business channels, including e-channel and phone banking channel
+ Assist in providing mortgage fulfilment service to branches
+ Work closely with various functional departments, including credit control and mortgage operations to ensure mortgage applications are approved and completed according to the relevant credit and risks control policies
+ Participate in the selling and promoting of mortgage and secured loans products, as well as cross-selling other financial products and services to our customers through the Bank's distribution channels
**Requirements**
+ University degree in Business Administration / Finance or a related discipline
+ Pass in the Insurance Intermediaries Qualifying Examinations (Paper 1, 2 and 3)
+ Minimum of one year's retail banking experience
+ Strong sales and service orientation, with outgoing personality and good communication skills
+ Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Have an aptitude for the Bank's credit, risk and customer on-boarding policies
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
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 ( .
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Hybrid Worker
Date: 10 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Retail Distribution - Mortgage Relationship Management** **RBW**
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 250 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
As one of the Hong Kong's leading mortgage banks, we help smooth the path to home ownership for customers by offering innovative, timely and comprehensive mortgage products and services that allow homebuyers at all levels to fulfill their home-buying dreams. Our services are delivered through a comprehensive range of service channels, including branches, mobile direct sales, e-channels and customer hotlines.
Should you join our Mortgage Relation Management, you will work closely with our professional, innovative and committed staff to develop and enhance mortgage loan products to meet the changing needs of customers in a dynamic market environment and to deliver premium services to our customers.
We are currently seeking a high calibre professional to join our department as **Channel Sales Officer** , reporting to Channel Sales Manager.
**Principal responsibilities**
+ Acquire and promote mortgage loan business including mortgage loans and secured overdraft products through the Bank's direct banking business channels, including e-channel and phone banking channel
+ Assist in providing mortgage fulfilment service to branches
+ Work closely with various functional departments, including credit control and mortgage operations to ensure mortgage applications are approved and completed according to the relevant credit and risks control policies
+ Participate in the selling and promoting of mortgage and secured loans products, as well as cross-selling other financial products and services to our customers through the Bank's distribution channels
**Requirements**
+ University degree in Business Administration / Finance or a related discipline
+ Pass in the Insurance Intermediaries Qualifying Examinations (Paper 1, 2 and 3)
+ Minimum of one year's retail banking experience
+ Strong sales and service orientation, with outgoing personality and good communication skills
+ Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Have an aptitude for the Bank's credit, risk and customer on-boarding policies
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
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 ( .
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Is this job a match or a miss?
Apply Now
2
Team Lead, Insurance Broker Channel Operations - Hang Seng Insurance - Hang Seng Bank (HK)
Posted 8 days ago
Job Viewed
Job Description
Team Lead, Insurance Broker Channel Operations - Hang Seng Insurance - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Office Worker
Date: 9 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal Responsibilities**
+ Report to the Head of Brokerage Channel to support the business development of brokerage channel business of Hang Seng Insurance Company
+ Support the channel strategies and business initiatives to strengthen channel capabilities to achieve the sales target
+ Implement and support the marketing activities, product launch and provide distribution support for the channel
+ Maintain good relationship and effective communication with key stakeholders, including Case Management, Underwriting, Operation, Finance, Product and Actuarial to drive various initiatives and meet the agreed business goals
+ Liaise with business partners and internal operations to facilitate the end to end process of new business from applications to issue of policy
+ Understand the latest market trend and development in market, act timely to the market change/ crisis so as to protect bank image and improve customers experience
Requirements:
+ University degree in Business or related discipline
+ Minimum of 5 years' working experience preferable in the high-net worth segment, private banking / or insurance company
+ Possess strong commercial thinking and business acumen
+ A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results
+ Ability to work independently and meet tight deadlines without compromising quality
+ Strong communication skills, particularly relating to business considerations
+ Strong problem solving skills for wide range of problems
+ Good command of spoken and written English and proficiency of Putonghua is an advantage
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Office Worker
Date: 9 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal Responsibilities**
+ Report to the Head of Brokerage Channel to support the business development of brokerage channel business of Hang Seng Insurance Company
+ Support the channel strategies and business initiatives to strengthen channel capabilities to achieve the sales target
+ Implement and support the marketing activities, product launch and provide distribution support for the channel
+ Maintain good relationship and effective communication with key stakeholders, including Case Management, Underwriting, Operation, Finance, Product and Actuarial to drive various initiatives and meet the agreed business goals
+ Liaise with business partners and internal operations to facilitate the end to end process of new business from applications to issue of policy
+ Understand the latest market trend and development in market, act timely to the market change/ crisis so as to protect bank image and improve customers experience
Requirements:
+ University degree in Business or related discipline
+ Minimum of 5 years' working experience preferable in the high-net worth segment, private banking / or insurance company
+ Possess strong commercial thinking and business acumen
+ A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results
+ Ability to work independently and meet tight deadlines without compromising quality
+ Strong communication skills, particularly relating to business considerations
+ Strong problem solving skills for wide range of problems
+ Good command of spoken and written English and proficiency of Putonghua is an advantage
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
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Apply Now
3
CMB Insurance Channel Manager - Hang Seng Insurance - Hang Seng Bank (HK)
Posted 15 days ago
Job Viewed
Job Description
CMB Insurance Channel Manager - Hang Seng Insurance - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Hybrid Worker
Date: 24 Jun 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal Responsibilities**
+ Act as a key contact point for CMB Insurance Sales team to facilitate CMB's Life/ General/ Medical insurance sales, closely monitor the sales performance of CMB channels and initiate follow-up action in order to meet the business target
+ Develop master plan to devise the business support requirements and leverage on internal and external connections to deliver effective and specialized insurance support so as to facilitate CMB channel to achieve the insurance AOP targets
+ Maintain close and effective working relationships with sales channels, and co-ordinate professional services that satisfy the business needs of frontline staff
+ Formulate, review and refine selling process framework to ensure sales quality and pursue the best practices
+ Collaborate with relevant parties to develop training courses/ activities to enhance professionalism and quality of the sales force, establish monitoring mechanism to oversee the business performance of CMB channel
+ Facilitate the sales force of responsible channels to comply with all relevant internal guidelines and external regulatory requirements on insurance selling activities and practice
+ Co-ordinate with channels to accomplish the insurance AOP targets and corresponding KPIs
+ Monitor sales performance by channel and by product, based on KPIs and report to management
**Requirements**
+ University degree preferably in Business Administration, Marketing, Economics, Insurance or related discipline
+ Minimum of 5 years' working experience in the banking and/or insurance company, preferably with client facing or public speaker experience
+ Strong presentation, interpersonal and communication skills
+ Able to work independently and exercise discretion and judgment in driving through projects
+ Self-motivated, able to work effectively and remain positive under pressure
+ Customer centric mindset with ability in managing complex interactions effectively
+ Committed to improve oneself with ability in embracing change, overcoming challenges, seeing effort as a path to mastery, learning from criticism and finding lessons in the success of others
+ Proficiency in both English and Chinese
+ Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Insurance
Closing Date: Hybrid Worker
Date: 24 Jun 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Insurance**
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.
**Principal Responsibilities**
+ Act as a key contact point for CMB Insurance Sales team to facilitate CMB's Life/ General/ Medical insurance sales, closely monitor the sales performance of CMB channels and initiate follow-up action in order to meet the business target
+ Develop master plan to devise the business support requirements and leverage on internal and external connections to deliver effective and specialized insurance support so as to facilitate CMB channel to achieve the insurance AOP targets
+ Maintain close and effective working relationships with sales channels, and co-ordinate professional services that satisfy the business needs of frontline staff
+ Formulate, review and refine selling process framework to ensure sales quality and pursue the best practices
+ Collaborate with relevant parties to develop training courses/ activities to enhance professionalism and quality of the sales force, establish monitoring mechanism to oversee the business performance of CMB channel
+ Facilitate the sales force of responsible channels to comply with all relevant internal guidelines and external regulatory requirements on insurance selling activities and practice
+ Co-ordinate with channels to accomplish the insurance AOP targets and corresponding KPIs
+ Monitor sales performance by channel and by product, based on KPIs and report to management
**Requirements**
+ University degree preferably in Business Administration, Marketing, Economics, Insurance or related discipline
+ Minimum of 5 years' working experience in the banking and/or insurance company, preferably with client facing or public speaker experience
+ Strong presentation, interpersonal and communication skills
+ Able to work independently and exercise discretion and judgment in driving through projects
+ Self-motivated, able to work effectively and remain positive under pressure
+ Customer centric mindset with ability in managing complex interactions effectively
+ Committed to improve oneself with ability in embracing change, overcoming challenges, seeing effort as a path to mastery, learning from criticism and finding lessons in the success of others
+ Proficiency in both English and Chinese
+ Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited
Is this job a match or a miss?
Apply Now
4
Personal Banking Executive, Premier Relationship - Contact Centre and Remote Channel
Kowloon City
HSBC
Posted today
Job Viewed
Job Description
Personal Banking Executive, Premier Relationship - Contact Centre and Remote Channel
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Personal Banking Executive, Premier Relationship - Contact Centre and Remote Channel.**
**In this role you will:**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Achieve individual performance expectation, develop your career with a clear progression path
+ Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies
**To be successful you will need:**
+ Higher Diploma or above
+ Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
+ Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
+ Candidate with customer service experience, and a license holder of HKSI 1,7,8 or IIQE 1, 2, 3, will be considered for a Senior Wealth & Personal Banking Executive role
+ Fresh graduates are welcome
\#CCRC2026
\#DISTRIBUTION2026
**Opening up a world of opportunity**
** 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.
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Personal Banking Executive, Premier Relationship - Contact Centre and Remote Channel.**
**In this role you will:**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Achieve individual performance expectation, develop your career with a clear progression path
+ Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies
**To be successful you will need:**
+ Higher Diploma or above
+ Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
+ Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
+ Candidate with customer service experience, and a license holder of HKSI 1,7,8 or IIQE 1, 2, 3, will be considered for a Senior Wealth & Personal Banking Executive role
+ Fresh graduates are welcome
\#CCRC2026
\#DISTRIBUTION2026
**Opening up a world of opportunity**
** 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.
Is this job a match or a miss?
Apply Now
5
Personal Banking Executive (Business Relationship), Premier - Contact Centre and Remote Channel
Kowloon City
HSBC
Posted today
Job Viewed
Job Description
Personal Banking Executive (Business Relationship), Premier - Contact Centre and Remote Channel
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Personal Banking Executive (Business Relationship), Premier Relationship - Contact Centre and Remote Channel.**
**Principal Responsibilities**
+ Proactively perform outbound warm calls to selected customers and handle inbound calls as and when required
+ Understand customer needs and recommend appropriate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
+ Provide comprehensive and professional banking services, ensuring compliance with regulatory requirements and Quality Assurance standards
+ Support the Bank's initiatives as and when necessary
**Qualifications**
+ Higher Diploma or above
+ Ability to provide excellent customer service over the phone and be a good problem solver
+ Good verbal communications skills in Cantonese, English and Mandarin
+ Flexibility to work on a rotating shift covering days, nights, weekends and public holidays with a five-day working week
+ No banking experience is required as training will be provided
+ Applicants with prior customer service experience, and holding either an investment (HKSI 1,7,8) or insurance license (IIQE 1, 2, 3) , will be considered for a Senior Wealth & Personal Banking Executive role
\#CCRC2026
\#DISTRIBUTION2026
**You'll achieve more at 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 and 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**
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Personal Banking Executive (Business Relationship), Premier Relationship - Contact Centre and Remote Channel.**
**Principal Responsibilities**
+ Proactively perform outbound warm calls to selected customers and handle inbound calls as and when required
+ Understand customer needs and recommend appropriate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
+ Provide comprehensive and professional banking services, ensuring compliance with regulatory requirements and Quality Assurance standards
+ Support the Bank's initiatives as and when necessary
**Qualifications**
+ Higher Diploma or above
+ Ability to provide excellent customer service over the phone and be a good problem solver
+ Good verbal communications skills in Cantonese, English and Mandarin
+ Flexibility to work on a rotating shift covering days, nights, weekends and public holidays with a five-day working week
+ No banking experience is required as training will be provided
+ Applicants with prior customer service experience, and holding either an investment (HKSI 1,7,8) or insurance license (IIQE 1, 2, 3) , will be considered for a Senior Wealth & Personal Banking Executive role
\#CCRC2026
\#DISTRIBUTION2026
**You'll achieve more at 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 and 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**
Is this job a match or a miss?
Apply Now
6
Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel
Kowloon City
HSBC
Posted today
Job Viewed
Job Description
Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 6**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as an **Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel.**
**In this role you will:**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Assist Senior Team Managers in leading and mentoring the agents to enhance their capabilities and professionalism; and empowering the agents to optimize the efficiency of their performance
+ Handle disputes and customer complaints or suspected fraud cases as and when required
+ Deliver upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements
+ Comply with procedures, policies and regulatory requirements to safeguard customers' and the bank's interests
**To be successful you will need:**
+ Higher Diploma or above
+ Proficient in written and spoken English and Chinese, Mandarin is an advantage
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ 3+ years' relevant customer service experience in banking and financial institution environment/ contact center is preferred
+ License holder of HKSI 1,7,8 and IIQE 1, 2, 3 and compliance with related Continuing Professional Development (CPD) requirements
+ Strong customer service mind-set and high dedication to service excellence. Strong communication and problem-solving skills
+ Sound knowledge of Retail Banking and Wealth Management financial products
+ Candidate with less experience will be considered for a Senior Wealth & Personal Banking Executive role
\#DISTRIBUTION2026
\#CCRC2026
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**
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.**
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 5 Jul 2026
**Job description**
**GCB 6**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as an **Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel.**
**In this role you will:**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Assist Senior Team Managers in leading and mentoring the agents to enhance their capabilities and professionalism; and empowering the agents to optimize the efficiency of their performance
+ Handle disputes and customer complaints or suspected fraud cases as and when required
+ Deliver upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements
+ Comply with procedures, policies and regulatory requirements to safeguard customers' and the bank's interests
**To be successful you will need:**
+ Higher Diploma or above
+ Proficient in written and spoken English and Chinese, Mandarin is an advantage
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ 3+ years' relevant customer service experience in banking and financial institution environment/ contact center is preferred
+ License holder of HKSI 1,7,8 and IIQE 1, 2, 3 and compliance with related Continuing Professional Development (CPD) requirements
+ Strong customer service mind-set and high dedication to service excellence. Strong communication and problem-solving skills
+ Sound knowledge of Retail Banking and Wealth Management financial products
+ Candidate with less experience will be considered for a Senior Wealth & Personal Banking Executive role
\#DISTRIBUTION2026
\#CCRC2026
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**
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.**
Is this job a match or a miss?
Apply Now
7
Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel
Kowloon City
HSBC
Posted today
Job Viewed
Job Description
Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 12 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Retail Bank and Wealth (RBW) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Bank and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Senior Wealth and Personal Banking Executive.**
**Principal Responsibilities**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Achieve individual performance expectation, develop your career with a clear progression path
+ Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies
Qualifications
+ Higher Diploma or above
+ Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
+ Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
+ Candidate with customer service experience is preferred
+ License holder of HKSI 1,7,8 or IIQE 1, 2, 3 is preferred
+ 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 ( ).
\#CCRC2026
\#DISTRIBUTION2026
\#DISTRIBUTION2026
**You'll achieve more at HSBC.**
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 and 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.** )
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Call Centre
Closing Date: Hybrid Worker
Date: 12 Jul 2026
**Job description**
**GCB 7**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Retail Bank and Wealth (RBW) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Bank and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Senior Wealth and Personal Banking Executive.**
**Principal Responsibilities**
+ Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
+ Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
+ Achieve individual performance expectation, develop your career with a clear progression path
+ Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies
Qualifications
+ Higher Diploma or above
+ Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
+ Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers
+ Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
+ Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
+ Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
+ Candidate with customer service experience is preferred
+ License holder of HKSI 1,7,8 or IIQE 1, 2, 3 is preferred
+ 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 ( ).
\#CCRC2026
\#DISTRIBUTION2026
\#DISTRIBUTION2026
**You'll achieve more at HSBC.**
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 and 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.** )
Is this job a match or a miss?
Apply Now
8
Job Description
**The Role**
The APAC Product Strategy and Development Lead will serve as Neuberger's lead product officer for the Asia Pacific region, responsible for product strategy, development, and execution across Neuberger's investment capabilities. This role serves as a key driver of connectivity across Neuberger's investment, client coverage, and operating platforms, and plays a central role in building and driving consensus for the firm's overall product positioning. The role serves as a member of the group's leadership team.
The role will oversee a regionally-aligned Product Strategy & Development team that serves as an objective champion of new product ideas, building market intelligence to facilitate analysis and assessment of product opportunities from concept to implementation, and ensuring alignment with market demand, trends, and strategic business objectives for Neuberger's institutional, intermediary, and high-net worth distribution channels. Team members are responsible for all functions related to creating and maintaining a healthy product line across our equity, fixed income, and alternative investment businesses (as well as multi-asset class and ESG), with the goal of ensuring that products are successfully researched, designed, priced, positioned, launched, and supported to maximize commercial viability and impact.
The candidate must possess in-depth knowledge of the competitive environment, have an informed view of industry trends, and be capable of originating and analyzing new product ideas and business plans. Specific experience driving strategic product planning is a must, as is familiarity with regulatory frameworks and client preferences in the region. They should also have a track record of driving strategic initiatives in partnership with cross-functional teams.
**Responsibilities:**
+ Facilitating the development and implementation of new business plans, products and funds from the initial research / business case through to launch
+ Spearheading product development initiatives, creating proposals and presenting findings to senior management
+ Analyzing the market and competitor landscape to identify general investment trends / themes and product flows, including regular periodic analysis and ad-hoc research
+ Monitoring the existing product range to ensure it remains competitive (fund performance, fees, positioning)
+ Staying abreast of regulatory changes as they impact products
+ Integrating and implementing strategic initiatives across the business
+ Supervising pricing / market sizing analysis for specific product launches
+ Conducting specific competitor comparison and analysis
+ Assisting in developing the firm's product strategy and establishing product goals and prioritization
+ Supporting the Firm's risk management process related to the review of new products
+ Supervising, training and develop other members of the team
**Qualifications:**
+ University degree is essential, CFA or other professional designations a plus
+ Demonstrable experience of product development, structuring, or other relevant experience in the asset management industry
+ Experience with alternatives strategies and related vehicles is especially important
+ Ideal candidates will have experience with the development of a range of products relevant to Asia-Pacific (including cross-border and local registered funds)
+ Commercial orientation and focus; outstanding strategic ability to visualize, prioritize and deliver a business plan
+ Broad knowledge across asset classes (equities, fixed income & alternatives)
+ Fluency in relevant Asian language(s) (e.g., Cantonese and/or Mandarin) is preferred.
**Who you are:**
+ Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable deliverables
+ Ability to articulate views on strategies and products
+ High degree of initiative and accountability, with a strong sense of professionalism and integrity
+ Excellent project management, time management and planning skills
+ Highly organized with ability to multi-task
+ Able to work with teams of people across a range of departments
Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.
_Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the_ Applicant Privacy Notice ( _._
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 790-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
The APAC Product Strategy and Development Lead will serve as Neuberger's lead product officer for the Asia Pacific region, responsible for product strategy, development, and execution across Neuberger's investment capabilities. This role serves as a key driver of connectivity across Neuberger's investment, client coverage, and operating platforms, and plays a central role in building and driving consensus for the firm's overall product positioning. The role serves as a member of the group's leadership team.
The role will oversee a regionally-aligned Product Strategy & Development team that serves as an objective champion of new product ideas, building market intelligence to facilitate analysis and assessment of product opportunities from concept to implementation, and ensuring alignment with market demand, trends, and strategic business objectives for Neuberger's institutional, intermediary, and high-net worth distribution channels. Team members are responsible for all functions related to creating and maintaining a healthy product line across our equity, fixed income, and alternative investment businesses (as well as multi-asset class and ESG), with the goal of ensuring that products are successfully researched, designed, priced, positioned, launched, and supported to maximize commercial viability and impact.
The candidate must possess in-depth knowledge of the competitive environment, have an informed view of industry trends, and be capable of originating and analyzing new product ideas and business plans. Specific experience driving strategic product planning is a must, as is familiarity with regulatory frameworks and client preferences in the region. They should also have a track record of driving strategic initiatives in partnership with cross-functional teams.
**Responsibilities:**
+ Facilitating the development and implementation of new business plans, products and funds from the initial research / business case through to launch
+ Spearheading product development initiatives, creating proposals and presenting findings to senior management
+ Analyzing the market and competitor landscape to identify general investment trends / themes and product flows, including regular periodic analysis and ad-hoc research
+ Monitoring the existing product range to ensure it remains competitive (fund performance, fees, positioning)
+ Staying abreast of regulatory changes as they impact products
+ Integrating and implementing strategic initiatives across the business
+ Supervising pricing / market sizing analysis for specific product launches
+ Conducting specific competitor comparison and analysis
+ Assisting in developing the firm's product strategy and establishing product goals and prioritization
+ Supporting the Firm's risk management process related to the review of new products
+ Supervising, training and develop other members of the team
**Qualifications:**
+ University degree is essential, CFA or other professional designations a plus
+ Demonstrable experience of product development, structuring, or other relevant experience in the asset management industry
+ Experience with alternatives strategies and related vehicles is especially important
+ Ideal candidates will have experience with the development of a range of products relevant to Asia-Pacific (including cross-border and local registered funds)
+ Commercial orientation and focus; outstanding strategic ability to visualize, prioritize and deliver a business plan
+ Broad knowledge across asset classes (equities, fixed income & alternatives)
+ Fluency in relevant Asian language(s) (e.g., Cantonese and/or Mandarin) is preferred.
**Who you are:**
+ Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable deliverables
+ Ability to articulate views on strategies and products
+ High degree of initiative and accountability, with a strong sense of professionalism and integrity
+ Excellent project management, time management and planning skills
+ Highly organized with ability to multi-task
+ Able to work with teams of people across a range of departments
Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.
_Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the_ Applicant Privacy Notice ( _._
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 790-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
Is this job a match or a miss?
Apply Now
9