Corporate Solutions Manager, HSBC Fintech

Found in: Talent CN S2 - 1 week ago

Huangpu, China HSBC Full time

The Corporate Account Manager (Local title: Corporate Business Manager) is responsible for developing and maintaining the relationship between HSBC and international corporates (normaly head of HR Benefits and Mobility). The role is accountable for an entire portfolio of firms, these may vary in size and complexity from GBM to CMB relationships in multiple locations. The role has an agreed and ongoing defined contact strategy with each firm. For GMB firms, global consistent and global offering of our services is paramount.

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

In this role, you will:

The role holder aquires, builds and maintains relationships with corporate clients based on credibility, reliability and professional proposition and services.

In order to deliver the business objectives you will need to provide personal and prioritized service with the highest quality of banking standards that results in clients considering HSBC their primary bank for their employees. Maintaining the highest standard of excellence in client service and fully utilizing the team of experts and deliver differentiated products and services to clients are the key to achieve your goals.

You are accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by the HSBC Group.

Develop new insurance relationships by employing effective business development tactics, and liaising with CMB / GBM business heads and RMs to garner appropriate introductions to prospective clients. Manage and own the relationships with chosen firms, with the aim of leveraging INSH’s existing propositions and programs to deepen these relationships. Act as a filter for everything required by corporate clients in relation to the financial planning of their employees, ensuring their insurance needs are fully understood Drive sustainable customer growth and income revenues by promoting INSH's insurance Solutions Develop new opportunities to acquire professionals and executives to INSH, by appropriately referring customers to the Private Wealth Planners, focusing on the holistic personal insurance services that INSH can provide Coach and collaborate with CMB and GBM to ensure insurance solutions and INSH propositions and programs are known Build and develop tactics and methods to build a pipeline of prospective companies, leveraging the Data & Analytics tools and the network of CMB and GBM to support. Own, organize and manage worksite marketing seminars with corporate partners to enhance employee insurance concept education, and to drive referrals to Private Wealth Planners Bring in new business by partnering with external influencers, who are able to introduce new business opportunities. Design comprehensive worksite solution to engage corporate clients and fulfill their needs Identify corporate clients’ needs to drive product & proposition development Requirements

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

Bachelor’s degree in insurance, business, finance, related field or equivalent experience. Poven and progressive experience in Life Insurance or Employee Benefits, prefer to be experienced in front line sales, business development. Health & Benefits, retirement consulting & brokerage experience is a plus. Strong sales, managerial, interpersonal, organizational, communications, negotiations, lateral thinking and decision-making skills. Demonstrated ability to build relationships with internal business partners as well as external corporate clients especially with the C-level decision makers. Extensive knowledge of the financial services industry particularly insurance, retail and wealth management, coupled with the ability to understand and negotiate through the HSBC internal network Proven ability to produce timely and accurate MI Professional qualification in medicine is an advantage

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