006419 Wealth Product Expert Manager-Insurance 財富顧問協理 (全台各分行)

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 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. This role is to focusing on the implementation of investment product/sales strategies in assigned area. The main functions include the following: - Working on site to drive investment sales activities for the assigned area to achieve sales targets - Lifting up PRM Insurance professionalism and productivity through various efforts, including training, coaching, joint calls, seminar, and other communication activities - The Premier proposition is strategic priority for HSBC and the role of Insurance Product Expert(IPE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of Premier and Wealth sales force. The incumbent is expected to be an expert in insurance/Retirement/Protection etc. - While PRMs are expected to obtain the appropriate licenses and manage all core products, especially crore wealth products, IPEs usually are strategically placed with PRMs who serve higher end clients, namely Premier and Elite. The IPEs will work with the PRMs in preparing and presenting comprehensive solutions that require advanced technical financial and product knowledge, complex data analysis, and recommendations on niche solutions. IPEs join PRMs in sales meeting and work collectively in sales effort, delivering the appropriate product mix suitable to clients’ needs. At times the IPEs may also conduct product training to support and deliver new product launches. The IPEs also need to ensure that the needs-based sales process is adhered to, giving customers a meaningful and consistent wealth experience and ultimately providing an outstanding customer experience. The jobholder is expected to work with PRMs to identify additional opportunities and gain clients’ trust and commitment in broadening and deepening their relationship with HSBC.