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Senior Insurance Specialist, Beijing, Wealth
7 months ago
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an experienced professional to join our team.
In this role, you will:
-Conduct product training to support and deliver new product launches and lead elite client education events to help elite client 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 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 market and regulatory change impact to products held by elite clients as appropriate, identify opportunities 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
-Activity: (Joint) meeting, Training, Coaching, Elite client Seminar, Portfolio Review, Policy Review
-提供新产品培训，帮助尊尚客户获得更好的理财市场信息和解决办法。
-根据尊尚客户财务需求，分享合适的财富管理经验和提供良好的尊尚客户体验
-帮助尊尚客户经理获得并加深尊尚客户信任，提高满足尊尚客户财务需求的有效性和质量
-利用先进的技术专长，加强尊尚客户对汇丰在财富管理市场上的领先形象
-帮助尊尚客户经理梳理尊尚客户财务组合，根据市场和政策变化，判断潜在机会并管理风险，对尊尚客户持有产品进行相应调整
-陪同尊尚客户经理约见客人，并基于产品和解决方法提供专业建议
-利用专长给尊尚客户经理提供辅导和培训
财务安全规划经理的活动包括尊尚客户会见及陪同销售、培训、辅导、尊尚客户沙龙、尊尚客户资产组合回顾及保单回顾等。
RequirementsTo 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 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 /Estate Planning/Retirement/Protection/ Education.
-6年以上相关工作经验，如保险专家或财富管理专家,或1年以上对私支行行长经验
-良好尊尚客户沟通能力，能基于尊尚客户需求提供建议
-熟悉财富管理相关产品知识以及相关政策规定
-熟悉外部市场包括市场环境，新产品推出以及对目前产品市场的理解
-能够深度挖掘尊尚客户需求
-熟悉销售流程
-熟悉国际反洗钱规则
-具有团队合作精神
-熟悉国际和国内相关法律规定
-在某一领域特别擅长优先，比如房地产规划/退休规划/家庭保障/教育规划等。
