Insurance Specialist

3 weeks ago


Shanghai, Shanghai, China HSBC Full time

Wealth and Personal Banking Career Opportunity

HSBC is seeking an experienced Sr. Insurance Specialist to join our Wealth and Personal Banking team in Ningbo, China.

About the Role

The successful candidate will be responsible for conducting product training, delivering new product launches, and leading client education events to enhance client knowledge of financial markets and solutions.

Key Responsibilities

  1. Develop and deliver comprehensive product training programs to support new product launches and client education events.
  2. Collaborate with Relationship Managers to gain client trust and commitment, and to deepen their relationship with HSBC.
  3. Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
  4. Conduct portfolio reviews with Relationship Managers, assess product suitability, and identify opportunities and manage risks.
  5. Provide advice and input to Relationship Managers based on technical knowledge.
  6. Complete transactions independently for clients with insurance needs.
  7. Improve Relationship Managers' product-specific technical knowledge through effective on-job coaching and training.

Requirements

The ideal candidate will possess a minimum of six years of working experience as a product specialist or financial advisor, or at least one year of experience as a Sub-branch Manager in Wealth and Personal Banking.

Key Skills

  • 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.
  • Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
  • Demonstrated ability to correctly identify client needs and manage consultative sales processes.
  • Solid understanding of global Anti-money Laundering standards and local and Group compliance regulations.
  • Team player with collaborative skills and specialisation in one or more product categories.

About HSBC

HSBC is a leading international bank with a presence in over 80 countries. Our Wealth and Personal Banking business serves millions of customers worldwide, providing a range of financial products and services to individuals and families.

Location

Ningbo, China



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