Insurance Product Expert - Shenzhen Branch HSBC China (Pearl River Delta)

Job description

Retail Banking and Wealth Management (RBWM)
Retail Banking and Wealth Management leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

We are currently seeking an experienced professional to join our team.

In this role, you will:
-Support PRMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need;
-Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client;
-Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks;
-Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;
-Improve PRMs' product specific technical knowledge by effective on-job coaching and training;
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Desired profile

Qualifications :

To be successful in the role, you should meet the following requirements:
Bachelor degree or above (recognized by the state), professional qualification will be a plus
2-5 years of consumer banking experiences
Broad knowledge on RBWM products and services and in-depth understanding of banking practices and procedures
Sound knowledge of compliance regulations
Excellent communication and interpersonal skills
Fluent spoken and written English and Chinese

You'll achieve more at HSBC.
www.hsbc.com.cn/careers

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Issued by HSBC Bank (China) Company Limited