Especialista de Seguros Patrimonial

The Especialista de Seguros Patrimonial is a specialist role within the Wealth sales force focused on insurance solutions. The incumbent is expected to be a technical expert in one or several product categories, such as Structured Products, Investment, Financial Planning, Retirement, Protection, and Mortgage. The role requires supporting Wealth's Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC.

Key responsibilities include:

• Supporting Relationship Managers to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
• Assisting Relationship Managers in identifying and uncovering clients' needs, identifying relevant wealth solutions, and conducting individually end-to-end sales processes on site.
• Providing specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of Wealth customers are well fulfilled.
• Training Relationship Managers on technical and practical skills through programmed trainings when needed.

Requirements include:

• Minimum of three years of working experience as a product specialist, life insurance agent, 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 the knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products.
• Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
• Demonstrated ability and experience to correctly identify client needs.
• Solid skills to manage consultative sales process.
• A solid understanding of global anti-money laundering standards.
• Team player with collaborative skills.
• Knowledge of local and Group compliance regulations.
• Specialisation in one or more product categories, such as Structured Products, FX, Investments, Financial Planning, Savings, Retirement, Protection, and Mortgage.