High Net Worth Insurance Expert
2 weeks ago
We are seeking a skilled professional to join our team as a Premier Insurance Specialist at HSBC. Our company is committed to building a culture where all employees are valued, respected and opinions count.
Job DescriptionThis role is responsible for conducting portfolio reviews with PRMs, assessing product suitability, and identifying opportunities and managing risks. You will also improve PWM and PRM's product-specific technical knowledge through effective on-job coaching and training.
- Conduct thorough portfolio reviews with PRMs to assess product suitability and identify opportunities and manage risks.
- Improve PWM and PRM's product-specific technical knowledge through effective on-job coaching and training.
- Provide technical guidance and support to RMs, sharing knowledge and encouraging others to do the same.
- An accredited Degree/Diploma Holder.
- Candidate should have at least 2 years of relevant Bancassurance Specialist experience, especially in high net-worth products such as Universal Life.
- Candidate should be mature, confident and possesses strong presentation and pitching skills to hold an effective client conversation with PRM.
The estimated salary for this position is around $80,000 - $120,000 per annum, depending on qualifications and experience.
We offer a competitive salary and benefits package, including flexible working hours, opportunities for career growth and development, and a supportive work environment.
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