Spec Sls Wealth Insurance RBWM (Tijuana, BCN, MX, 22320)

HSBC
Tijuana
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Client-focused mindset","Consultative sales","Needs analysis","Communication","Teamwork"]

Serve as a Wealth insurance solutions specialist and technical expert, supporting Relationship Managers with needs-based sales, product guidance, and consultative presentations to help deepen client relationships outside the branch. Conduct end-to-end sales activities when needed, drive customer penetration for Wealth, and provide detailed activity tracking. Stay current on complex financial solutions and regulatory/anti-money-laundering requirements, and train/coach Relationship Managers on product knowledge.

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FursaFursa
HSBC
HSBC
23 hours ago

Spec Sls Wealth Insurance RBWM (Tijuana, BCN, MX, 22320)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 52 minutes agoStatus: Live

Job Summary

Serve as a Wealth insurance solutions specialist and technical expert, supporting Relationship Managers with needs-based sales, product guidance, and consultative presentations to help deepen client relationships outside the branch. Conduct end-to-end sales activities when needed, drive customer penetration for Wealth, and provide detailed activity tracking. Stay current on complex financial solutions and regulatory/anti-money-laundering requirements, and train/coach Relationship Managers on product knowledge.
Location: Tijuana
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Support Relationship Managers by building client confidence and trust in HSBC capabilities and improving the quality of needs fulfilled.
  • •Identify and uncover client needs, match them with relevant wealth insurance solutions, and assist in presenting/explaining solutions or run end-to-end sales on site.
  • •Drive commercial management to increase customer penetration in the Wealth segment.
  • •Provide specialist advice to ensure insurance/protection needs of Wealth customers are well fulfilled and maintain detailed tracking/registration of activity.
  • •Train Relationship Managers through programmed trainings and on-job coaching to improve product-specific technical knowledge.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •Minimum of three years of working experience as a product specialist, life insurance agent, or financial advisor.
  • •Strong client skills to deliver a strong client experience and provide needs-based solutions.
  • •Deep knowledge of complex financial solutions and products, including relevant regulatory requirements.
  • •Extensive awareness of market conditions, new product solutions, and current financial market activities.
  • •Strong consultative sales process skills and the ability to correctly identify client needs.
Skills:Client-focused mindsetConsultative salesNeeds analysisCommunicationTeamwork
Languages:English

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