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 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.
We are currently seeking an experienced professional to join our team.
In this role, you will:
To drive and implement Bank's insurance sales strategy in RBWM Division.
To assist Personal Relationship Officer in identifying potential customers, holding joint calls / meetings, conducting financial planning and reviews etc. to achieve individual / division insurance sales targets.
To schedule regular visits to the sub-branches within Division, and liaise with China Headquarter (CNQ) Wealth Management / Learning and Development Department to deliver regular staff coaching on basic insurance knowledge and selling skills.
To identify and proactively promote best practice sharing among the division.
To actively explore market / competitor information, identify opportunities and gaps, and provide feedback to relevant teams.
Ideal candidate profile
To be successful in the role, you should meet the following requirements:
Knowledge and experience
Minimum of five years of working experience as a product specialist or financial advisor
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 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 regulations
Specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by country
Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and clients
Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Authentic and shows ability to engage with colleagues and clients to deliver at pace
Make considered decisions that protect HSBC and our clients
You'll achieve more at HSBC.
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Issued by HSBC Bank (China) Company Limited