Premier Insurance Expert
5 days ago
HSBC is seeking a high-calibre professional to join our team as a Premier Insurance Specialist. In this role, you will support newly on-boarded PWMs, helping them with insurance fact finds, establishing the insurance needs of customers, and identifying opportunities and managing risks.
Key Responsibilities:
- Support newly on-boarded PWMs with insurance fact finds and establish customer insurance needs
- Conduct coaching sessions with PWMs and PRMs to improve insurance soft skillsets and knowledge
- Conduct Portfolio Reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients
- Conduct joint appointments with PRMs, helping customers with legacy planning
Requirements:
- Accredited Degree/Diploma Holder
- 2-5 years of relevant insurance sales experience, especially in high net-worth products
- Mature, confident, and possesses strong presentation and pitching skills
What We Offer:
- Opportunities for growth and development
- Collaborative and dynamic work environment
- Competitive compensation and benefits
About 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 an inclusive and diverse environment.
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