HSBC Group

(Grade: GCB5)

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:

-       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

To be successful in the role, you should meet the following 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.

Interested employees please ensure that you submit your application before Unposting Date (as below).

For employees with less than 12 months in the same role, please obtain and attach your current functional manager's (and entity manager’s if you are a Regulatory Approval/Filing Required Role) approval in the application. 

Please ensure to completely understand the 'Internal Job Application Criteria' below and adhere to it before you submit a job application.

https://hsbchrdirect.service-now.com/esc?id=kb_article&table=kb_knowledge&sysparm_article=KB0179351&sys_kb_id=5526f5c61b0a3d500ac0fe64164bcb4d

For details, please contact Bonnie Guo at (0755) 2513 8403 Tie Line 38403 [Bonnie J Y GUO <bonnieguo@hsbc.com.cn>]

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank (China) Company Limited