Senior Insurance Specialist （财富安全规划专家) (Beijing, BJ, CN, 100034)

HSBC
Beijing
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Client experience","Consultative sales","Coaching","Collaboration","Risk management"]

Drive client education and product training within International Wealth and Premier Banking, supporting new launches and wealth-related seminars. Execute a needs-based sales process to deliver consistent client experiences, and help relationship managers strengthen trust and deepen client relationships. Provide advanced technical expertise, join client meetings as a second point of contact for specific products, and perform portfolio reviews to assess suitability and manage market and regulatory change impacts.

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FursaFursa
HSBC
HSBC
4 days ago

Senior Insurance Specialist （财富安全规划专家) (Beijing, BJ, CN, 100034)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Drive client education and product training within International Wealth and Premier Banking, supporting new launches and wealth-related seminars. Execute a needs-based sales process to deliver consistent client experiences, and help relationship managers strengthen trust and deepen client relationships. Provide advanced technical expertise, join client meetings as a second point of contact for specific products, and perform portfolio reviews to assess suitability and manage market and regulatory change impacts.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Conduct product training for new launches and lead client education events to improve clients’ understanding of financial markets and solutions.
  • •Follow a needs-based sales process to deliver a meaningful, consistent wealth experience and outstanding client experience.
  • •Support relationship managers to build client trust and increase the effectiveness and quality of needs fulfilled for target clients.
  • •Provide advanced technical product expertise to strengthen HSBC’s image as a leading wealth provider and act as a second point of contact for specific products and solutions.
  • •Perform portfolio reviews with relationship managers to assess product suitability and impacts from market and regulatory changes, identifying opportunities and managing risks.

Key Requirements

  • •Extensive experience as a product specialist or financial advisor, or hands-on experience as a Sub-branch Manager in IWPB.
  • •Strong client skills to deliver an excellent client experience and provide needs-based solutions.
  • •Deep knowledge of complex financial solutions and products, including financial markets and relevant regulatory requirements.
  • •Solid consultative sales process skills and the ability to identify client needs correctly.
  • •Strong understanding of global Anti-money Laundering standards and local/Group compliance regulations.
Experience:Wealth managementFinancial servicesInsurance
Skills:Client experienceConsultative salesCoachingCollaborationRisk management

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