Senior Insurance Product Expert, Wealth & Personal Banking (高級保險產品專家)
Job ID: 0000KY50
Description
Wealth & Personal Banking
In Wealth and Personal Banking, 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, Insurance, and Chief Operating Office.
We are currently seeking an experienced professional to join our team.
In this role, you will:
- Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
- Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
- Supply timely market and product updates to both staff and customers
- Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
- Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers
- 開展卓越理財客戶的陪訪工作，發掘客戶財富管理需求，根據客戶的風險水平和投資偏好支持客戶做出資產配置決策
- 針對內部銷售團隊進行市場和投資產品的介紹、更新和培訓工作
- 針對卓越理財客戶經理進行市場、產品和溝通能力的輔導工作，制定和落實提高改善計劃
- 對卓越理財客戶現有資產配置表現進行回顧，支持客戶的再平衡決策
- 根據分支行需求，主講和支持財富管理講座和論壇，分享銀行對市場的觀點和財富管理理念
Qualifications
To be successful in the role, you should meet the following requirements:
- University degree with honors in economics, finance, business or a related discipline.
- Minimum 5 years of working experience as a product specialist, financial advisor or sales manager.
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Excellent interpersonal skills and presentation skills
- A mature individual able to instill confidence with colleagues and clients alike
- Fluent written and verbal English
- 經濟、金融、商業或相關學科本科或以上學歷
- 5年以上的金融機構財富管理、投資顧問、銷售或團隊領導工作經驗
- 熟悉環球和國內投資市場、具備扎實的財富管理相關產品知識。
- 良好的表達能力和公開演講能力
- 成熟獨立，抗壓能力強，親和力較強，對客戶溝通和幫助他人提高充滿熱情
- 良好的英文聽說讀寫能力
You’ll achieve more when you join 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. HSBCAXS/BG
Issued by HSBC Bank (China) Company Limited
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