# Spec Sls Wealth Insurance RBWM

**Company**: Intl Wealth & Premier Banking
**Location**: San Andres Cholula, Puebla
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612638140?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/spec-sls-wealth-insurance-rbwm-c4aae319-38b/

## Description

We are seeking a Specialist Sales Wealth Insurance RBWM to join our team in San Andres Cholula, Puebla, Mexico.

As a Specialist Sales Wealth Insurance RBWM, you will play a specialised role within our Wealth sales force, focusing on insurance solutions. You will be a technical expert in one or several relevant product categories, such as structured products, investments, financial planning, retirement, protection, mortgages, and others.

Your main contribution will be to support Wealth Relationship Managers in generating greater trust and commitment from clients, as well as expanding and deepening their relationship with HSBC. You will work with clients outside of the branch, either individually or in collaboration with the Relationship Manager.

Key Responsibilities:

- Support Relationship Managers in strengthening client trust in HSBC's capabilities and increasing the effectiveness and quality of solutions offered to target clients.

- Enhance client relationships by identifying needs, finding suitable wealth solutions, conducting technical analyses, and presenting solutions to clients.

- Manage the sales process from start to finish, when necessary, in the office, client's home, or other requested locations.

- Drive business activities to increase penetration in the Wealth segment.

- Provide specialised advice on suitable insurance solutions to meet Wealth clients' protection and insurance needs.

- Train Relationship Managers in technical and practical skills through formation programs when needed.

- Improve Relationship Managers' technical knowledge of specific products through effective on-the-job accompaniment.

- Support planned client events.

Requirements:

- Minimum three years of experience as a product specialist, life insurance agent, or financial advisor.

- Strong customer service skills, with the ability to offer a solid experience and identify solutions based on client needs.

- Extensive knowledge of complex financial products, including financial markets, socioeconomic dynamics, and relevant regulatory requirements.

- Broad knowledge of the external market, its conditions, new product solutions, and current financial market activities.

- Demonstrated ability and experience to correctly identify client needs.

- Solid skills in managing consultative sales processes.

- Strong understanding of global anti-money laundering standards.

- Ability to work in a team and collaborate effectively.

- Knowledge of local and Group compliance regulations.

- Specialisation in one or more product categories, such as structured products, currencies, investments, financial planning, savings, retirement, protection, mortgages, and others.

- Sufficient English level to understand and communicate at an intermediate to advanced level.

- Excellent communication and interpersonal skills.

Benefits: HSBC offers a comprehensive package of benefits, including a competitive salary, opportunities for career development, and a dynamic work environment.

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## Skills

### Required
- financial planning
- insurance
- investments
- structured products
- mortgages
- retirement
- protection
- wealth management

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612638140?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)