HSBC Group

If you are a UK or CIIOM based employee, please apply using the following link which will take you to our new Recruitment System: https://performancemanager.successfactors.eu/sf/jobreqpvt?jobId=8505&company=hsbcholdin&st=CF6FD23BE913D2EE6064918BDB2590ABCF628C9B

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

The role of the Protection Specialist is to ensure good outcomes for our customers and to ensure that they remain at the heart of everything we do, both personally and as an organisation. The key task is to proactively develop and manage relationships with a panel of mortgage advisers/ wealth managers to coach & support them to protect more customers. To be successful in this role you must be able to assist our Wealth Managers/ Mortgage Advisers in deepening and growing customer relationships, identifying and uncovering customers’ needs and applying technical knowledge and soft skills to support customer outcomes. This role would suit a confident communicator who has previous experience of providing financial advice and has previously experience of coaching and developing others.

A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

In this role you will:

• Support and coach Wealth managers, Relationship managers and colleagues across Premier & Wealth to have effective protection conversations which lead to customers being protected.
• Conduct an appropriate number of coaching sessions, group training and development sessions, supporting advisers with complex customer protection needs.
• Build strong links with key stakeholders across Customer Channels and Journey teams.
• Identify and provide feedback from advisers and customers to product teams to continuously improve the products and services we offer at HSBC.
• Communicate effectively with internal customers on complex technical protection scenarios.

To be successful in this role you should meet the following requirements:

• Essential: Candidates must hold as a minimum the QCF Level 3 diploma in financial advice.
• Knowledge of protection products and services along with prior experience in coaching and developing others is essential.
• Strong stakeholder, relationship management and networking skills are critical
• A passion for protecting our customers. The role holder must want to continually improve the service delivered to customers and colleagues.
• A flexible and adaptable approach to change and will support others to respond in a similar way.

This hybrid working role can have a base location as either Leeds, Birmingham, Sheffield, Chester or Swansea.

To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please copy and paste this link into your browser - https://performancemanager.successfactors.eu/sf/learning?destUrl=https%3a%2f%2fhsbcbank%2eplateau%2ecom%2flearning%2fuser%2fdeeplink%5fredirect%2ejsp%3flinkId%3dITEM%5fDETAILS%26componentID%3dLDXX1066V%2d000%2dENGBR%26componentTypeID%3dVILT%26revisionDate%3d1692279360000%26targetStudentSysGUID%3d%26actingAs%3d%26fromSF%3dY&company=hsbcholdin

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500.

You can find out more about the recruitment journey and what to expect by viewing our Recruitment Process FAQs in HR Direct and by clicking here (only available via internal access).