Financial Services Consultant

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

As an Insurance Product Expert at HSBC, you'll play a critical role in delivering exceptional wealth management services and insurance solutions to our customers. We're committed to opening up a world of opportunity for our customers, and you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.

Our Wealth and Personal Banking (WPB) division is divided into four key business areas: Asset Management, Global Private Banking & Wealth, HSBC Life, and Retail Banking & Strategy. These teams work together to bring the best of HSBC to our clients through a wide range of wealth and retail banking capabilities.

In this role, you'll be responsible for managing individual insurance portfolios to ensure the highest level of customer satisfaction. You'll partner with experienced Relationship Managers to identify customers' wealth management needs and introduce suitable insurance solutions. This will involve leading planning activities for a team of Relationship Managers while cooperating with them to meet business objectives.

Key responsibilities include implementing effective strategies to increase productivity in the High Net Worth/Premier market segment, establishing strong working relationships with partnered Relationship Managers, and providing professional wealth management services to ensure appropriate wealth management solutions are offered to meet customer needs.

As an Insurance Product Expert, you'll have the opportunity to build and maintain a positive team culture by ensuring quality business referrals and referral skills among team members. You'll contribute to product knowledge and skills sharing, helping to drive business growth and improve customer outcomes.



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