Description
We are seeking an experienced Senior Insurance Specialist to join our team in Guangzhou. As a Senior Insurance Specialist, you will conduct product training to support new product launches, lead client education events, and provide advice to clients. You will also support Relationship Managers (RMs) to gain more client trust and commitment, strengthen HSBC's image as a leading wealth provider, and improve RMs' product-specific technical knowledge.
Responsibilities:
- Conduct product training to support new product launches and lead client education events
- Provide advice to clients and support RMs to gain more client trust and commitment
- Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
- Conduct portfolio reviews with RMs, assess product suitability, and manage risks
- Improve RMs' product-specific technical knowledge through effective on-job coaching and training
Requirements:
- Accumulated extensive working experience as a product specialist or financial advisor
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
- Deep knowledge of specific complex financial solutions and products, including financial markets, socio-economic dynamics, and regulatory requirements
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities