Associate Wealth Product Expert - Insurance 財富顧問經理 (台中市)

Job Advert Details

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 USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for 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.

The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below

• Acting as a wealth expert in one or several product categories, as relevant to market, such as Insurance/Retirement/Protection etc.
• Adding value to clients with more PERML needs
• Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
• Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
• Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
• Conducting product training, to support and deliver new product launches

5k2024ADVTW

Qualifications

• University or above graduated
• Proven experience with track record in insurance and product knowledge
• Proven ability to achieve business results with sound track record
• Strong communication, coaching, and presentation skills
• Must be a team player and eager to take initiatives to drive business
• Proficient in EXCEL, PowerPoint
• Prerequisite licenses:人身保險業務員、人身保險業務員銷售外幣收付非投資型保險商品、投資型保險商品業務員、金融市場常識與職業道德