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Premier Elite Insurance Specialist
2 weeks ago
- Job description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) helps 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.
Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities:
Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a
Premier Elite Insurance Specialist.
Principal Responsibilities
- Conduct Portfolio Reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
- Improve PRMs' product specific technical knowledge by effective onjob coaching and training
- Join PRMs in meeting clients and providing technical advice and input based on technical knowledge
- Conduct insurance sales training and encourage insurance sales activities of PRMs, sharing knowledge and encouraging others to do the same
- Liaise between stakeholders and leadership teams on training and leads programs/initiatives
- Provide support to PRMs on increasing and capturing cross sell opportunities
- Deliver fair outcomes to HSBC Singapore clients and ensure own conduct maintains the orderly and transparent operations of financial markets
- An accredited Degree/Diploma Holder
- Excellent communication and interpersonal skills with the ability to work collaboratively across the various team members and internal stakeholders
- Have strong passion in training and coaching of insurance products, concept and sales with PRM
You'll achieve more when you join HSBC.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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