Insurance Specialist, HSBC

HSBC

Location:
China, Shanghai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Within International Wealth and Premier Banking (IWPB), we serve customers globally and provide financial planning, market insights, and products in areas such as investments, deposits, insurance, financing, and foreign exchange. We seek an experienced insurance specialist to support our wealth management team.

Job Responsibility:

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
Follow the needs-based sales process, give clients a meaningful and consistent wealth experience and ultimately provide an outstanding client experience
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
Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
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
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
Complete transaction independently for those clients only have insurance needs in the meeting
Improve RMs product specific technical knowledge by effective on-job coaching and training
Activities include joint meetings, training, coaching, client seminars, portfolio reviews, policy reviews

Requirements:

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
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
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
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
A solid understanding of global Anti-money Laundering standards
Team player with collaborative skills
Knowledge of local and Group compliance regulation
Specialisation in one or more product categories e.g. Estate Planning/Retirement/Protection/Education

What we offer:

Professional development
Opportunities to grow
Inclusive and diverse environment

Additional Information:

Job Posted:
September 15, 2025

Expiration:
October 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Insurance Specialist

HSBC

Location:China, Shanghai

Category:Banking

Contract Type:Employment contract