Insurance Product Expert Qingdao branch HSBC China : 0000ELN6
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.
In such cases, PRMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed Senior Product Expert is acting as a back up to help fulfill client's needs but do not directly advise or sell to clients.
To be successful in the role, you should meet the following requirements :
Minimum of fiveyears of working experience as a product specialist or financial advisor
Strong clientskills with the ability to deliver a strong client experience and provideneeds-based solutions
Deep knowledgeof specific complex financial solutions and products including the knowledge offinancial markets, social-economic dynamics, and regulatory requirementrelevant to the products
Extensiveexternal market awareness of market conditions, new product solutions, and anunderstanding of current financial market activities
Demonstratedability and experience to correctly identify client needs
Solid skills tomanage consultative sales process
A solidunderstanding of global anti money laundering standards
Team player withcollaborative skills
Knowledge oflocal and Group compliance regulations
Specializationin one or more product categories e.g. StructuredProducts / FX / Investments / Trusts / Estate Planning / Retirement / Protection / Mortgageetc.
Attainappropriate professional and regulatory qualifications as required by market
Attain anyinternal standards as required by country
Have or attainan understanding of the immediate regional Global Wealth Strategy and theability to plan own activities accordingly
Ambitious aboutproviding the highest standards of delivery to colleagues and clients
Demonstratesability to set stretch goals for self and the ability to deliver these withcourage and tenacity
Authentic andshows ability to engage with colleagues and clients to deliver at pace
Make considereddecisions that protect HSBC and our clients
You’ll achieve more at 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.
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