We are currently seeking an experienced professional to join our team.

This role is responsible for leading countrywide system support team and customer lifecycle/event management team to empower frontline and closely tracking business performance. Based on marketing programs, the role will support business development in leads analysis, customer management, solution proposal and status tracking. Drive and lead business development projects and initiatives.

In this role, you will have the key responsibilities:

• Closely communicate with frontline (City Manager/Field Manager/Wealth & Financial Planner) to identify needs and pain points, then work with back office for agile settlement, including but not limit to system/selling process/products/value-added services/campaigns;
• Lead system team to support Wealth & Financial Planners cross the country;
• Analyze leads acquisition statistics and support business development and customer conversion.
• Bridge with Operations/Marketing/IT/Performance and Incentive etc functions to offer best services and support to frontline sales; Drive and lead business development projects and initiatives.
• Design and execute effective and flexible customer acquisition strategy closely in line with distribution strategy, e.g. events and campaign, which allows frontline to effectively acquire customers.
• Lead overall CUSTOMER LIFECYCLE MANAGEMENT cycle and continually deepening relationships with clients.
• Marketing and Brand management: Develop a comprehensive marketing strategy aligned with business objectives, target markets and customer segments which integrates with and contributes to the global brand and marketing strategies.

To be successful in the role, you should meet the following requirements:

• At least 10+ years’ experience relevant experience in system, process, sales and customer management, or broad scope sales, marketing experience in financial industry.
• Good exposure in the insurance industry is preferred with strong business acumen and customer proposition capabilities.
• Excellent communication, negotiation and problem solving skills.
• Strong leadership quality in managing multiple variation in team members job scope and seniority profile
• Excellent analytical skills and detail-oriented, can proactively drive a project independently
• Fluency in Mandarin is mandatory and the basic ability in English is desirable
• Strong Microsoft application knowledge
• Able to work effectively under pressure with tight timeline

You’ll achieve more at HSBC.

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Issued by HSBC Insurance Brokerage Company Limited