Senior Wealth Product Expert Manager - Insurance, HSBC

HSBC

Location:
Taiwan, Taipei

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

International Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers 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.

Job Responsibility:

Acting as a wealth expert in one or several product categories, such as Insurance/Retirement/Protection etc.
Adding value to clients with more complex needs, e.g. GPB RMs and Premier Elite client
Assisting GPB RMs and/or PRMs in understanding clients better, meeting clients together with GPB RMs and/or PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting GPB RMs and/or PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

Requirements:

University or above graduated
Proven experience with track record
Influencing and client-oriented communication skills
Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and customers
Ambition of reaching goals for self and ability to deliver these with courage and tenacity
Making considered decisions that protect HSBC and the business
Strong communication, coaching, and presentation skills
Proficient in EXCEL, PowerPoint
須具備人身保險業務員、人身保險業務員銷售外幣收付非投資型保險商品、投資型保險商品業務員、金融市場常識與職業道德、高齡客戶投保權益保障之相關課程 (2小時) 研習證明書

Additional Information:

Job Posted:
June 25, 2025

Expiration:
December 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Product Expert Manager - Insurance

HSBC

Location:Taiwan, Taipei

Category:Banking

Contract Type:Not provided