財富顧問協理 Wealth Product Expert Manager - Insurance

Job Summary:

International Wealth and Premier Banking (IWPB) 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. 

• Report To: VP Wealth Coach
• People Responsibility: N
• Role Purpose:

This role is to focusing on the implementation of investment product/sales strategies in assigned area. The main functions include the following:

• • Working on site to drive investment sales activities for the assigned area to achieve sales targets
  • Lifting up PRM/RM Insurance professionalism and productivity through various efforts, including training, coaching, joint calls, seminar, and other communication activities
  • The Premier proposition is strategic priority for HSBC and the role of Insurance Product Expert(IPE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of Premier and Wealth sales force. The incumbent is expected to be an expert in insurance/Retirement/Protection etc.
  • While PRM/RM are expected to obtain the appropriate licenses and manage all core products, especially crore wealth products, IPEs usually are strategically placed with PRM/RM who serve higher end clients, namely Premier and Elite. The IPEs will work with the PRM/RM in preparing and presenting comprehensive solutions that require advanced technical financial and product knowledge, complex data analysis, and recommendations on niche solutions. IPEs join PRM/RM in sales meeting and work collectively in sales effort, delivering the appropriate product mix suitable to clients’ needs. At times the IPEs may also conduct product training to support and deliver new product launches. The IPEs also need to ensure that the needs-based sales process is adhered to, giving customers a meaningful and consistent wealth experience and ultimately providing an outstanding customer experience. The jobholder is expected to work with PRM/RM to identify additional opportunities and gain clients’ trust and commitment in broadening and deepening their relationship with HSBC

Skills Requirements:

• University or above graduated
• Proven experience with track record in insurance and product knowledge
• Possess experience in two of the following roles, sales, financial consultant, investment research, investment/insurance product, in the wealth management industry
• 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

License/Qualification Requirement:
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、高齡客戶投保權益保障之相關課程 (2小時) 研習證明書