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","Training"]

Lead the implementation of insurance and wealth product strategies within an assigned area, driving investment sales targets and elevating insurance professionalism. You’ll collaborate with PRM/RM teams to present complex solutions, train peers, and deliver needs-based wealth experiences for premier clients, leveraging strong product, financial knowledge and data analysis to expand HSBC’s wealth management relationships.

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FursaFursa
HSBC
HSBC
6 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: 14 hours agoStatus: Live

Job Summary

Lead the implementation of insurance and wealth product strategies within an assigned area, driving investment sales targets and elevating insurance professionalism. You’ll collaborate with PRM/RM teams to present complex solutions, train peers, and deliver needs-based wealth experiences for premier clients, leveraging strong product, financial knowledge and data analysis to expand HSBC’s wealth management relationships.
Location: Taipei
Workplace: Onsite
Job Function: Insurance & Actuarial
Seniority: Manager level

Key Responsibilities

  • •Drive on-site investment sales activities for the assigned area to achieve sales targets
  • •Lift PRM/RM Insurance professionalism and productivity through training, coaching, joint calls, seminars, and other communication activities
  • •Act as Insurance Product Expert (IPE) as part of Premier and Wealth sales force, mastering insurance/retirement/protection topics to support clients
  • •Collaborate with PRM/RM to prepare and present comprehensive solutions requiring advanced financial and product knowledge, data analysis, and niche recommendations
  • •Participate in product training for new launches and ensure needs-based sales processes deliver a meaningful wealth experience

Key Requirements

  • •University or above graduated
  • •Proven experience with track record in insurance and product knowledge
  • •Possess experience in two of the following roles, sales, financial consultant, investment research, investment 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:CommunicationCoachingPresentationTeamworkTraining
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