Assistant Corporate Solutions Manager, HSBC Broker

Found in: Talent CN S2 - 2 weeks ago


Shanghai, China HSBC Full time

We are currently seeking an experienced professional to join our team.

Specific skills required:

•Strong sales, interpersonal, organizational, communications, negotiations and lateral thinking skills.

•Demonstrated ability to build relationships with internal business partners as well as external corporate clients.

•Extensive knowledge of the financial services industry particularly insurance, retail and wealth management, coupled with the ability to understand and negotiate through the HSBC internal network.

Roles & responsibilities:

•Help manage the relationships with chosen firms, with the aim of leveraging Pinnacle’s existing propositions and programs to deepen these relationships.

•Act as a filter for everything required by corporate clients in relation to the financial planning of their employees, ensuring their insurance needs are fully understood

•Develop new opportunities to acquire professionals and executives to Pinnacle, by appropriately referring customers to the Private Wealth Planners, focusing on the holistic personal insurance services that INSH can provide

•Own, organize and manage worksite marketing seminars with corporate partners to enhance employee insurance concept education, and to drive referrals to Private Wealth Planners

•Help implement comprehensive worksite solution to engage corporate clients and fulfill their needs

Requirements

To be successful in the role, you should meet the following requirements:

•Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making.

•Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures.

•Help maintains relationships with corporate clients based on credibility, reliability and professional proposition and services.

•Provide personal and prioritized service with the highest quality of banking standards that results in clients considering HSBC their primary bank for their employees. Maintaining the highest standard of excellence in client service and fully utilizing the team of experts and deliver differentiated products and services to clients are the key to achieve your goals.

•Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by the HSBC Group.

•Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

•Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment.


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