Wealth Personal Banking

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

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

In this role, you will:

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- Conduct product enhancement training to support and deliver insurance products and lead client education events to help client gain better knowledge of financial markets and financial solutions.

- 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

- Pre meeting with RM. Includes Portfolio Review, (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), Pipeline Review, case analysis, leads analysis and leads sort out

- 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

- Improve RMs product specific technical knowledge by effective on-job coaching and training, includes selling skill, new staff/low performance staff enhancement training, Junior staff insurance concept training, Role Play, best practice case sharing and market competitive products sharing

- Help RM to complete Policy Review in system and analyse Policy Review Reports to customers

- Closely follow up with Under Writing and Operation of Insurance Company on case level

- Activity: Training, Coaching, Client Seminar, Portfolio Review, Policy Review, Joint meeting