Assistant Manager-Insurance Product Expert Shanghai HBCN China

Job description

Retail Banking and Wealth Management

Retail Banking and Wealth Management leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

We are currently seeking an experienced professional to join our team.

In this role, you will:

To drive and implement Bank's insurance sales strategy in RBWM Division.

To assist Personal Relationship Officer in identifying potential customers, holding joint calls / meetings, conducting financial planning and reviews etc. to achieve individual / division insurance sales targets.

To schedule regular visits to the sub-branches within Division, and liaise with China Headquarter (CNQ) Wealth Management / Learning and Development Department to deliver regular staff coaching on basic insurance knowledge and selling skills.

To identify and proactively promote best practice sharing among the division.

To actively explore market / competitor information, identify opportunities and gaps, and provide feedback to relevant teams.

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Desired profile

To be successful in the role, you should meet the following requirements:

Bachelor degree or above with 3 to 6 years' related working experience on bank industry or investment field.

Sales and Service Oriented, strong interpersonal skills, with self-motivated attitude.

Good understanding of investment products in both HSBC and other market player.

Good communication and presentation skills.

Fluent in English and Mandarin, with other dialect preferred.

AFP / CFP certificates are preferred

You'll achieve more when you join HSBC.


http://www.hsbc.com.cn/1/2/careers-cn

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Issued by HSBC Bank (China) Company Limited