Senior Insurance Specialist, Beijing, Wealth

4 weeks ago

Beijing, Beijing, China HSBC Full time
Job Title: Senior Insurance Specialist, Beijing, Wealth

We are seeking an experienced professional to join our team as a Senior Insurance Specialist in Beijing, Wealth. This role will involve conducting product training, delivering new product launches, and leading elite client education events to provide a strong client experience and provide needs-based solutions.

Key Responsibilities:
  • Conduct product training to support and deliver new product launches and lead elite client education events to help elite clients gain better knowledge of financial markets and financial solutions.
  • Follow the needs-based sales process, give elite clients a meaningful and consistent wealth experience, and ultimately provide an outstanding elite client experience.
  • Support Relationship Managers (RMs) to gain more elite client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target elite clients.
  • Strengthen HSBC's image as a leading wealth provider by providing elite clients with access to advanced technical product expertise.
  • Conduct portfolio reviews with RMs, assess product suitability, and manage risks.
  • Join RMs in meeting elite clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions.
  • Improve RMs' product-specific technical knowledge by effective on-job coaching and training.
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 Wealth and Personal Banking.
  • 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 requirements 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 elite 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, such as Estate Planning, Retirement, Protection, or Education.

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