Wealth Insurance Expert

hace 1 semana

Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

Company Overview


HSBC is a leading global banking and financial services organization that provides a wide range of products and services to individuals, businesses, and institutions.



Job Description


The Mobile Insurance Specialist will play a key role in supporting Wealth Relationship Managers in identifying and delivering insurance solutions to customers. The incumbent will be responsible for providing technical expertise on complex financial products and solutions, as well as assisting with the development of relationships with high-value clients.



Responsibilities



  • Support Relationship Managers: Provide technical expertise on complex financial products and solutions to support the delivery of insurance solutions to customers.
  • Assist with Client Relationships: Identify and develop relationships with high-value clients, working closely with Relationship Managers to understand client needs and deliver tailored solutions.
  • Commercial Management: Work closely with Relationship Managers to identify opportunities to increase customer penetration in the Wealth segment.
  • Activity Tracking: Maintain detailed records of activity and provide regular updates to management.
  • Professional Sales: Promote professional sales of insurance products, providing expert advice on appropriate solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled.
  • Training and Development: Provide training and coaching to Relationship Managers on technical and practical skills, improving their product-specific knowledge and capabilities.


Requirements



  • Minimum Experience: Minimum of three years of working experience as a product specialist, life insurance agent, or financial advisor.
  • Strong Client Skills: Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
  • Deep Knowledge: Deep knowledge of specific complex financial solutions and products, including the knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products.
  • Market Awareness: Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
  • Clients Needs Identification: Demonstrated ability and experience to correctly identify client needs.
  • Sales Process Management: Solid skills to manage consultative sales processes.
  • Compliance: A solid understanding of global anti-money laundering standards, team player with collaborative skills, knowledge of local and Group compliance regulations.
  • Specialization: Specialization in one or more product categories Structured Products / FX / Investments / Financial Planning / Savings / Retirement / Protection / Mortgage etc.
  • Language Skills: Good level of English for medium to advanced understanding and communication, excellent communication and interpersonal skills.


Benefits


HSBC offers a competitive salary and benefits package, including a generous paid leave package, health insurance, and retirement plan.



Salary:


$120,000 - $180,000 per year, depending on experience and qualifications.

  • Insurance Solutions Expert for Wealth Clients

    hace 3 semanas

    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...

  • Insurance Solutions Specialist

    hace 1 mes

    Cuauhtémoc, Chihuahua, México HSBC A tiempo completo

    Job Title: Mobile Insurance SpecialistAs 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...

  • Business Development Manager

    hace 1 mes

    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...

  • Lending Fraud Risk Management Expert

    hace 2 semanas

    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...

  • Senior Financial Solutions Specialist

    hace 7 días

    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...

  • Senior Lending Fraud Risk Manager

    hace 5 días

    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...

  • Mobile Insurance Specialist

    hace 6 meses

    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...

  • Wealth Planner Uhn

    hace 1 mes

    Cuauhtémoc, CDMX, México BBVA A tiempo completo

    **Fecha límite para apuntarse**:2024-11-22 **¿Quieres desarrollar tu carrera profesional?**: BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...

  • 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...

  • Invesment Manager

    hace 2 días

    Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Investment Manager** **Role purpose** The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on...

  • Data Analyst, Hibrido

    hace 3 meses

    Cuauhtémoc, CDMX, México Tesys 21 S.A. de C.V. A tiempo completo

    Empresa a nível internacional esta en busqueda de un **Data Analyst** Se pide: Experiência laboral comprobada como analista de datos. Experiência técnica en modelos de datos, desarrollo de diseños de bases de datos, técnicas de segmentación. Gran conocimiento y experiência con paquetes de informes (Business Object, etc.) Bases de datos (SQL, etc.)...

  • Hsbc Directo Senior Manager

    hace 2 meses

    Cuauhtémoc, CDMX, México HSBC A tiempo completo

    -Job description **Role Purpose** HSBC Directo Senior Manager is a key strategic role with three main functions: commercial strategy, the creation of remote flows and administration of the Premier Lounge Terminal 2 Mexico City International Airport. This role focuses on directing and implementing business strategies to optimize operational efficiency and...

  • Key Account Junior

    hace 5 meses

    Cuauhtémoc, México L'Oréal A tiempo completo

    For more than a century, L’Oréal has devoted its energy, innovation, and scientific excellence solely to one business: Beauty . Our goal is to offer each and every person around the world the best of beauty in terms of quality, efficacy, safety, sincerity and responsibility to satisfy all beauty needs and desires in their infinite diversity. Before...