Role purpose:
the jobholder is a specialist role and is part of the wealth sales force focused on insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to the market, such as structured products, investment, financial planning, retirement, protection, and mortgage. The most significant contribution is expected to support wealth’s relationship managers to gain more client trust and commitment in broadening and deepening their relationship with hsbc by serving customers outside the branch individually or in joint work with the relationship manager.
the mobile insurance specialist is usually deployed to add value to the wealth’s relationship managers on their daily activities and responsibilities at the regional level in more sophisticated products to wealth customers.
principal accountabilities:
* support relationship managers in gaining more clients' confidence and trust in hsbc capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
* assist relationship managers through identifying and uncovering clients' needs, identifying relevant wealth solutions and technical analysis, and assisting relationship managers in presenting and explaining solutions to clients or conducting individual end-to-end sales processes on-site (office, home, or other locations requested by the clients).
* commercial management to increase customer penetration in the wealth segment.
* provide detailed tracking and registration of activity.
* promote the professional sale of insurance products.
* provide specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of wealth customers are well fulfilled.
* train relationship managers on technical and practical skills through programmed training when needed and improve relationship managers' product-specific technical knowledge by effective on-the-job coaching.
* assist with client-planned events.
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