Jade Insurance Counsellor - Retail Banking and Wealth Management

Job description

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Find out more about our Jade business at hsbc.com.sg/jade and explore where your exciting new role as a Jade Insurance Counsellor can take you at HSBC.

Principal Responsibilities ​
· Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
· Support Jade Relationship Managers to gain more clients' confidence and trust in HSBC's capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
· Assist Jade Relationship Managers in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution, and technical analysis, as well as assisting Jade Relationship Managers in presenting and explaining solutions to client
· Conduct portfolio reviews with Jade Relationship Managers, assess product suitability, market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
· Join Jade Relationship Manager in meeting clients and provide advice, and input based on technical knowledge while acting as a second point of contact to Jade Relationship Managers for specific products and solutions

Desired profile

Qualifications :

Requirements ​
·  Working experience as a product specialist or financial advisor
·  Deliver a strong client experience and provide needs-based solutions
·  Deep knowledge of specific regulatory requirement relevant to the products
·  Extensive external market awareness, financial solutions, and products including the knowledge of financial markets, socio-economic dynamics, and of market conditions, as well as new product solutions, and an understanding of current financial market activities
·  Knowledge of local and Group compliance regulations
·  Specialisation in one or more product categories including Regular Premium, Single Premium, Universal Life, Trusts, Estate Planning, Retirement, and Protection
·  Attain appropriate professional and regulatory qualifications as required by Singapore Monetary Authority
You'll achieve more when you join HSBC.
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited. AWA 2019