Executive Insurance Specialist 行政财务安全规划经理
Shanghai, SH, CN, 200001
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our
customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Principal responsibilities
- Conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions.
- Follow the needs-based sales process, give clients a meaningful and consistent wealth experience and ultimately provide an outstanding client experience
- Support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target clients
- Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
- Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
- Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions
- Complete transaction independently for those clients only have insurance needs in the meeting.
- Improve RMs product specific technical knowledge by effective on-job coaching and training
- Activity: (Joint) meeting, Training, Coaching, Client Seminar, Portfolio Review, Policy Review
To be successful in the role, you should meet the following requirements:
Minimum six years of working experience as a product specialist or financial advisor or at least one year of working experience as Sub-branch Manager in WPB
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, social-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
A solid understanding of global Anti-money Laundering standards
Team player with collaborative skills
Knowledge of local and Group compliance regulation
Specialisation in one or more product categories e.g. /Estate Planning/Retirement/Protection/ Education.
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited