財富顧問協理 Wealth Product Expert Manager - Insurance (Taipei, Taipei City, TW, 11561)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Coaching","Presentation","Teamwork","Problem-solving"]

Lead on implementing investment product and sales strategies in the assigned area, acting as a specialist in insurance and retirement solutions within HSBC’s Premier and Wealth sales force. Partner with PRM/RM to deliver comprehensive wealth solutions, train and coach internal teams, and drive needs-based sales to deepen client relationships and achieve targets.

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FursaFursa
HSBC
HSBC
4 months ago

財富顧問協理 Wealth Product Expert Manager - Insurance (Taipei, Taipei City, TW, 11561)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 58 minutes agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Lead on implementing investment product and sales strategies in the assigned area, acting as a specialist in insurance and retirement solutions within HSBC’s Premier and Wealth sales force. Partner with PRM/RM to deliver comprehensive wealth solutions, train and coach internal teams, and drive needs-based sales to deepen client relationships and achieve targets.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Manager level

Key Responsibilities

  • •Drive investment sales activities on-site in the assigned area to achieve sales targets.
  • •Lift PRM/RM Insurance professionalism and productivity through training, coaching, joint calls, seminars, and other communications activities.
  • •Be a specialist in insurance/retirement/protection; collaborate with PRM/RM to prepare and present comprehensive wealth solutions for higher-end clients.
  • •Work with PRM/RM to identify opportunities and deepen client relationships with HSBC across Premier and Elite segments.
  • •Ensure needs-based sales process is adhered to, delivering a meaningful and consistent wealth experience and outstanding customer service; may conduct product trainings for new launches.

Key Requirements

  • •University or above graduated
  • •Proven experience with track record in insurance and product knowledge
  • •Experience in two of the following roles: sales, financial consultant, investment research, investment/insurance product in the wealth management industry
  • •Proven ability to achieve business results with sound track record
  • •Strong communication, coaching, and presentation skills
Experience:Wealth managementInsuranceFinancial services
Education:Bachelor's
Skills:CommunicationCoachingPresentationTeamworkProblem-solving
Tech Stack:ExcelPowerPoint

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn