Senior Insurance Specialist (Ningbo, ZJ, CN, 315040)

HSBC
China
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 6+ yearsSkills: ["Client-focused","Needs-based selling","Consultative sales","Coaching","Collaboration"]

Deliver needs-based insurance and wealth product education across new launches and client events, and support wealth relationship managers with technical expertise. Coach RMs to deepen product knowledge, act as a second point of contact for specific insurance solutions, and conduct portfolio reviews to assess suitability and manage risks. For clients with insurance-only needs, complete transactions independently to ensure a consistently outstanding client experience.

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FursaFursa
HSBC
HSBC
2 months ago

Senior Insurance Specialist (Ningbo, ZJ, CN, 315040)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Deliver needs-based insurance and wealth product education across new launches and client events, and support wealth relationship managers with technical expertise. Coach RMs to deepen product knowledge, act as a second point of contact for specific insurance solutions, and conduct portfolio reviews to assess suitability and manage risks. For clients with insurance-only needs, complete transactions independently to ensure a consistently outstanding client experience.
Location: China
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Conduct product training and lead client education events for new product launches and financial market/solution understanding.
  • •Follow the needs-based sales process to deliver a consistent wealth experience and outstanding client experience.
  • •Support relationship managers by strengthening technical knowledge, providing on-job coaching and acting as a second point of contact for insurance products and solutions.
  • •Conduct portfolio reviews with RMs to assess product suitability and the impact of market and regulatory changes, identify opportunities, and manage risks.
  • •Complete insurance-related transactions independently for clients with insurance needs only.

Key Requirements

  • •Minimum six years of working experience as a product specialist or financial advisor, or at least one year as a Sub-branch Manager in WPB.
  • •Strong client skills and ability to deliver a needs-based solution through a consultative sales process.
  • •Deep knowledge of complex financial solutions and products, including financial markets and relevant regulatory requirements.
  • •Extensive external market awareness and ability to correctly identify client needs.
  • •Knowledge of global Anti-money Laundering standards and local/group compliance regulations.
Experience:6+ yearsWealth managementInsuranceFinancial services
Skills:Client-focusedNeeds-based sellingConsultative salesCoachingCollaboration

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