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更新于 6月13日

Sr Insurance Specialist ID173568

面議
  • 上海浦東新區
  • 1-3年
  • 本科
  • 全職
  • 招1人

雇員點評標簽

  • 工作環境好
  • 同事很nice
  • 人際關系好
  • 氛圍活躍
  • 團隊執行強
  • 福利好
  • 準時發工資
  • 交通便利

職位描述

金融
Job ID: 0000KPB7
Description
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 a global wealth manager 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:
1) Conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions.
2) Follow the needs-based sales process, give clients a meaningful and consistent wealth experience and ultimately provide an outstanding client experience
3) Support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target clients
4) Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
5) Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
6) Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions
7) Complete transaction independently for those clients only have insurance needs in the meeting.
8) Improve RMs product specific technical knowledge by effective on-job coaching and training
9) Activity: (Joint) meeting, Training, Coaching, Client Seminar, Portfolio Review, Policy Review
1) 提供新產品培訓,幫助客戶獲得更好的理財市場信息和解決辦法。
2) 根據客戶財務需求,分享合適的財富管理經驗和提供良好的客戶體驗
3) 幫助客戶經理獲得并加深客戶信任,提高滿足客戶財務需求的有效性和質量
4) 利用先進的技術專長,加強客戶對匯豐在財富管理市場上的領先形象
5) 幫助客戶經理梳理客戶財務組合,根據市場和政策變化,判斷潛在機會并管理風險,對客戶持有產品進行相應調整
6) 陪同客戶經理約見客人,并基于產品和解決方法提供專業建議
7) 保險專家可獨立完成有保險產品需求客戶的銷售流程
8) 利用專長給客戶經理提供輔導和培訓
9) 財務安全規劃經理的活動包括客戶會見及陪同銷售、培訓、輔導、客戶沙龍、客戶資產組合回顧及保單回顧等。
Qualifications
To be successful in the role, you should meet the following requirements:
1) Minimum six years of working experience as a product specialist or financial advisor or at least one year of working experience as Sub-branch Manager in WPB
2) Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
3) 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
4) Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
5) Demonstrated ability and experience to correctly identify client needs
6) Solid skills to manage consultative sales process
7) A solid understanding of global Anti-money Laundering standards
8) Team player with collaborative skills
9) Knowledge of local and Group compliance regulation
10) Specialisation in one or more product categories e.g. /Estate Planning/Retirement/Protection/ Education.
1) 6年以上相關工作經驗,如保險專家或財富管理專家,或1年以上對私支行行長經驗
2) 良好客戶溝通能力,能基于客戶需求提供建議
3) 熟悉財富管理相關產品知識以及相關政策規定
4) 熟悉外部市場包括市場環境,新產品推出以及對目前產品市場的理解
5) 能夠深度挖掘客戶需求
6) 熟悉銷售流程
7) 熟悉國際反洗錢規則
8) 具有團隊合作精神
9) 熟悉國際和國內相關法律規定
10) 在某一領域特別擅長優先,比如房地產規劃/退休規劃/家庭保障/教育規劃等
You’ll achieve more when you join HSBC.
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 and 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. /BG
Issued by HSBC Bank (China) Company Limited

工作地點

浦東新區匯豐銀行(上海分行)

職位發布者

李莉/HR

當前在線
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匯豐是在華投資最多的國際金融機構之一,覆蓋銀行、保險、基金、證券以及金融科技等領域。作為匯豐集團在內地的旗艦機構,匯豐銀行(中國)有限公司在內地約50個城市設有服務網點,是內地網點最多、地域覆蓋最廣的外資銀行。憑借對內地市場的深入了解和國際金融服務專業經驗,匯豐中國通過國際財富管理及卓越理財業務以及企業及機構銀行業務,為個人與企業客戶提供國際化的金融服務。
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