Senior Wealth Product Expert Manager - Insurance 財富顧問助理副總裁

Job Advert Details International 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 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. The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below

• Acting as a wealth expert in one or several product categories, as relevant to market, such as Insurance / Retirement / Protection etc.
• Adding value to clients with more complex needs, PB RMs and Premier Elite client
• Assisting PB RMs and / or PRMs in understanding clients better, meeting clients together with PB RMs and / or PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
• Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
• Supporting PB RMs and / or PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
• Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

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