Insurance Solutions Specialist

hace 1 mes


Cuauhtémoc, Chihuahua, México HSBC A tiempo completo
Job Title: Mobile Insurance Specialist

As a Mobile Insurance Specialist at HSBC, you will play a crucial role in supporting our Wealth sales force in delivering insurance solutions to our customers.

Key Responsibilities:
  • Collaborate with Relationship Managers to identify and fulfill customer needs, providing technical expertise in insurance solutions.
  • Assist in the development and implementation of sales strategies to increase customer penetration in the Wealth segment.
  • Provide specialist advice on insurance solutions to ensure the protection needs of Wealth customers are well met.
  • Train Relationship Managers on technical and practical skills through programmed trainings and on-job coaching.
  • Assist in client events and provide support in commercial management.
Requirements:
  • Minimum of three years of 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 complex financial solutions and products, including financial markets, social-economic dynamics, and regulatory requirements.
  • Extensive external market awareness of market conditions, new product solutions, and current financial market activities.
  • Demonstrated ability to correctly identify client needs and manage consultative sales processes.
  • Team player with collaborative skills and 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, or Mortgage.
  • Good level of English for medium to advanced understanding and communication.

At HSBC, we value diversity and inclusion, and we are committed to creating a culture where all employees and customers feel valued and respected. We believe in integrity, courage, and trustworthiness, and we strive to make a positive impact in the communities we serve.



  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Role OverviewThe Insurance Solutions Expert for Wealth Clients is a specialist role within the HSBC Wealth team, focusing on providing technical insurance expertise to support Relationship Managers in delivering complex financial solutions to clients.The ideal candidate will have a strong understanding of insurance products and their applications within the...

  • Wealth Insurance Expert

    hace 1 semana


    Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Company OverviewHSBC is a leading global banking and financial services organization that provides a wide range of products and services to individuals, businesses, and institutions.Job DescriptionThe Mobile Insurance Specialist will play a key role in supporting Wealth Relationship Managers in identifying and delivering insurance solutions to customers. The...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job DescriptionThe Senior Financial Solutions Specialist plays a pivotal role in supporting the Premier and Wealth sales force at HSBC. As a technical expert in complex financial solutions, this individual is responsible for providing in-depth knowledge and expertise to clients with sophisticated needs.This specialist assists Relationship Managers in...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    HSBC is seeking an experienced Global Fraud Risk Management Specialist to join our team. This role will be responsible for supporting the frontline in identifying potential lending fraud and making informed risk decisions.The successful candidate will have a proven track record of progressive banking experience in commercial banking lending, relationship...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job SummaryThe Product Governance Specialist will be responsible for driving the growth of receivable finance solutions business as part of Global Trade and Receivables Finance (GTRF) key growth strategy. This includes a specific focus on LC/MME names that sell to large buyers.Key ResponsibilitiesDrive highly technical Structured Trade conversations with...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job OverviewThe Financial Crime Risk Management Specialist will be responsible for the effective application of financial crime risk management and prevention policies and procedures.Main ResponsibilitiesConducting thorough investigations of assigned cases in accordance with agreed reporting requirements and service levels.Managing daily local Investigations...

  • Investigations Specialist

    hace 2 semanas


    Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job PurposeThe successful candidate will play a key role in the effective application of financial crime risk management and prevention policies and procedures. Key responsibilities include contributing to the analysis of cases and the timely implementation of Group and local regulators' policies.Main ResponsibilitiesConducting timely and effective...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job Summary:The Business Development Manager role is a key position within the Premier and Wealth sales force at HSBC. As a technical expert in one or several product categories, you will be responsible for providing advanced technical product expertise to clients, supporting Relationship Managers in understanding client needs, and assisting in the sales...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    About the RoleWe are seeking a highly skilled Strategic Data Insights Manager to join our team in HSBC Mexico. As a key member of our Internal Audit department, you will play a crucial role in utilizing advanced analytics and technology to drive business growth and improve audit effectiveness.Main ResponsibilitiesYou will work closely with individual audit...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Oversee Global Agile TeamsEarn between 80,000 - 120,000 USD annually.In this role, you will operate across a subset of Agile Teams and oversee the development and quality assurance processes. Your primary responsibility will be to ensure that all Agile teams are working in sync and that their development and QA processes are aligned with our company's...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job Description">The role of the Regional Lending Fraud Specialist is to support the frontline in identifying potential lending fraud and making informed risk decisions.About the Role">This position will work closely with regional, global fraud teams, CoE, the front line and WMCR, and will be responsible for executing the Fraud Risk Assessment (FRA) process...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    As a key member of the Global Wholesale Fraud Risk Management function, you will play a critical role in identifying and mitigating potential lending fraud risks.The ideal candidate will have broad-based banking experience in commercial lending, relationship management, and/or lending fraud management, with a strong understanding of lending fraud typologies...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    **About HSBC Mexico:**We are part of Commercial Banking (CMB) at HSBC, a leading international bank with a long history in Mexico.The primary focus of our team is to increase the lending portfolio by supporting senior members of CMB in structuring credit solutions according to financial needs of corporate, commercial real estate and multinational...


  • Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    About the Role: We are seeking an experienced Risk and Compliance Transformation Project Lead to join our team. As a key member of our organization, you will be responsible for planning, mobilizing, and directing projects of medium to high complexity and scale from definition to closure. The successful candidate will have a proven track record in...


  • Cuauhtémoc, México HSBC A tiempo completo

    Role purpose: The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products / Investment / Financial Planning / Retirement / Protection / Mortgage, etc , and the most...

  • Solutions Specialist

    hace 3 meses


    Cuauhtémoc, CDMX, México IQOR A tiempo completo

    We are looking for your experience!!! iQor México, a leading company in the market in administrative collection processes, is looking for its next solutions Specialist. for one of our clients specialized freight shipping & logistics services. A Solutions Specialist will be required to obtain a maximum volume of profitable freight in his/her territory. The...


  • Cuauhtémoc, Ciudad de México HSBC A tiempo completo

    Job Title: Product Governance SpecialistHSBC is seeking a highly skilled Product Governance Specialist to join our team. As a key member of our Global Trade and Receivables Finance team, you will be responsible for driving growth and revenue through innovative structured trade solutions.Key Responsibilities:Develop and implement strategic plans to drive...


  • 06500, Cuauhtémoc, CDMX, México Western Union A tiempo completo

    **Technician, EUC Solutions Support** Do you like helping others to solve technical issues? How about offering up your tech skills in a hugely successful business that is committed to moving money for better? Join Western Union as a Technical, EUC Solutions Support. **Western Union powers your pursuit.** **Role Responsibilities** - You will respond to...

  • Key Account Specialist

    hace 3 semanas


    06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...

  • Key Account Specialist

    hace 2 meses


    06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...


  • 06500, Cuauhtémoc, CDMX, México SAP A tiempo completo

    **We help the world run better** At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and...


  • 06500, Cuauhtémoc, CDMX, México Genesis Managment LLC A tiempo completo

    **¡We are in search of a Customer Service Specialist to join our vibrant team!** You will be the heartbeat of our customer service efforts, ensuring every interaction is handled with care, empathy, and a commitment to excellence. Every interaction with our customers is an opportunity to forge lasting connections, serve our community with professionalism,...

  • Safety Specialist

    hace 4 semanas


    Cuauhtémoc, CDMX, México SSOE GROUP DE MEXICO A tiempo completo

    **Vacante para la empresa SSOE GROUP DE MEXICO en Leon, Gto -Cuauhtémoc, Ciudad de México**: Safety Engineer (HSE) - Edificios Corporativos **Why to choose SSOE?** **SSOE - The Best of Both Worlds** SSOE provides a supportive and dynamic work environment where employees can thrive both personally and professionally, combining the expertise and viewpoints...


  • Cuauhtémoc, CDMX, México CAROLINA LOGISTICS A tiempo completo

    **Carolina Logistics** is a prominent American freight forwarder with 14 years of expertise in the international market. Headquartered in South Carolina, we offer comprehensive logistics solutions, seamlessly combining air, land, and ocean transportation services. Our commitment to excellence extends to providing smart logistics solutions that enhance supply...

  • Business Development

    hace 6 meses


    Cuauhtémoc, México HSBC A tiempo completo

    Role Purpose: The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage etc. Business Development Manager (BDM) is...

  • Key Account Manager

    hace 2 meses


    Cuauhtémoc, Chih., México Carolina logistics Inc A tiempo completo

    Description **Carolina Logistic**s is a prominent American freight forwarder with 14 years of expertise in the international market. Headquartered in South Carolina, we offer comprehensive logistics solutions, seamlessly combining air, land, and ocean transportation services. Our commitment to excellence extends to providing smart logistics solutions that...


  • Cuauhtémoc, CDMX, México Quantum A tiempo completo

    **About the Company** Quantum Financial Technologies redefines small business lending with our diverse and adaptable financial solutions. We are a dedicated lending partner focused on empowering small businesses to achieve their growth objectives. We are committed to fueling the growth of enterprises and small-to-medium businesses (SMBs) with our...


  • Cuauhtémoc, Ciudad de México Givex A tiempo completo

    We are seeking a highly skilled and motivated Client Services Representative to join our team at Givex. This is a fantastic opportunity for individuals who enjoy helping others, have excellent communication skills, and are passionate about delivering exceptional customer experiences.As a Client Services Representative, you will play a crucial role in...


  • Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Role purpose** The main objective of the position is to lead the development, implementation, and optimization of Governance frameworks and operational process across financial controllers organizations. This insurance complies with regulatory standards enhancing operational efficiency and driving operational efficiency. **Main...


  • 06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...

  • Product Governance

    hace 5 meses


    Cuauhtémoc, México HSBC A tiempo completo

    The role holder is responsible for generating revenue through New To Bank (NTB) or New to Global Trade and Receivables Finance (GTRF) (NTT) clients in close partnership with the Sales and Coverage teams of Wholesale banking. They evaluate client portfolios, find and assess an opportunity within the marketplace, and match the opportunity with the structured...

  • Key Account Specialist

    hace 3 meses


    06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...


  • 06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...


  • 06500, Cuauhtémoc, CDMX, México DiDi Global A tiempo completo

    Company Overview: DiDi Global Inc. is the world’s leading mobility technology platform. It offers a wide range of app-based services across markets including Asia-Pacific, Latin America and Africa, including ride hailing, taxi hailing, chauffeur, hitch and other forms of shared mobility as well as auto solutions, food delivery, intra-city freight, and...