Sr Insurance Specialist, HSBC

HSBC

Location:
China, Beijing

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC International Wealth and Premier Banking (IWPB) serves 41 million customers globally, providing financial planning, advice, and a wide range of products including investments, insurance, deposits, and more. The role involves offering technical product expertise, coaching relationship managers, and conducting client portfolio reviews to strengthen HSBC’s image as a leading wealth management provider.

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 financial needs in the meeting
Improve RMs product specific technical knowledge by effective on-job coaching and training
Activity: (Joint) meeting, Training, Coaching, Client Seminar, Portfolio Review, Policy Review

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:

Flexible working
Continuous professional development
Opportunities to grow within a diverse and inclusive environment

Additional Information:

Job Posted:
October 24, 2025

Expiration:
November 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Sr Insurance Specialist

HSBC

Location:China, Beijing

Category:Banking

Contract Type:Employment contract