Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

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

In this role, you will:

1. Conduct product enhancement training to support and deliver insurance products and lead client education events to help client gain better knowledge of financial markets and financial solutions.

2. Support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target clients

3. Pre meeting with RM. Includes Portfolio Review, (Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks), Pipeline Review, case analysis, leads analysis and leads sort out

4. Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions

5. Improve RMs product specific technical knowledge by effective on-job coaching and training, includes selling skill, new staff/low performance staff enhancement training, Junior staff insurance concept training, Role Play, best practice case sharing and market competitive products sharing

6. Help RM to complete Policy Review in system and analyse Policy Review Reports to customers

7. Closely follow up with Under Writing and Operation of Insurance Company on case level

8. Activity: Training, Coaching, Client Seminar, Portfolio Review, Policy Review, Joint meeting