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HSBC

Training Project Manager, Insurance Academy - HSBC Life

HSBC Kowloon City, Hong Kong Island, Hong Kong S.A.R.

Financial Services · 10,001+ employees

Aug 11
project-manager Senior (5-10 yrs) Full-time Hong Kong S.A.R.
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About the role

Design and develop comprehensive learning solutions for various sales channels while delivering high-impact training on product knowledge and sales skills. Collaborate with senior stakeholders and subject matter experts to manage the end-to-end training agenda and facilitate workshops.

What they look for

Project Management Instructional Design Sales Training Stakeholder Management Facilitation Presentation Skills Life Insurance Financial Planning Sales Coaching Regulatory Compliance Market Insights Communication Strategic Planning Relationship Management

Requirements

Requires a university degree and strong project management skills with the ability to handle multiple workstreams. Candidates should have experience in financial services training or insurance sales, along with excellent communication and facilitation abilities.

Full description

We are currently seeking a high calibre professional to join our team as a Training Project Manager, Insurance Academy - HSBC Life.

In this role you will:

  • Design and develop engaging learning solutions for multiple sales channels, including Retail Banking and Wealth, Commercial Banking, Private Banking, and Brokers, tailoring content to each audience’s needs.
  • Deliver high-impact training across product knowledge, sales process, and selling skills, including accreditation support to help life insurance sales build capability and progress their careers.
  • Plan and facilitate workshops with internal and external subject matter experts, ensuring frontline teams stay current on market insights, regulatory/industry updates, and core insurance expertise.
  • Collaborate with Group Learning and senior stakeholders to shape and manage the end-to-end training agenda and key projects across all channels, providing strategic input into learning content for customer-facing and internal development events.

To be successful you will need:

  • University Graduate.
  • Excellent written and verbal communication, with strong presentation/facilitation skills.
  • Fluent in English and Mandarin is strongly preferred.
  • Strong stakeholder and project management skills; able to run multiple workstreams and deliver to tight timelines.
  • Strong sales insight—able to translate frontline needs, customer conversations, and performance data into practical training initiatives.
  • Energetic, creative, and resilient—thrives in a fast-paced environment and brings fresh ideas to engage learners.
  • Knowledge of life insurance and financial planning, frontline insurance sales/ distribution exposure especially in retail banking/ corporate banking/ private banking would be a strong advantage.
  • Experience in banking/financial services training, sales coaching, or distribution support would be a strong advantage.

HSBCLife2026

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