Insurance Product Expert
HSBC Group
Hong Kong, China


Retail Banking andWealth Management (RBWM)

Retail Banking andWealth Management leverages HSBC’s global retail banking expertise and wealthmanagement capabilities to deliver a broad range of world-

class retail bankingsolutions to millions of customers. Driving for growth in key markets aroundthe world, the business comprises areas such as retail banking, wealthmanagement, insurance and asset management, with a focus on customer-

centricpropositions and innovative and efficient distribution channels that willdifferentiate our customer experience and deliver market leading retail bankingand wealth management solutions.

We are currently seeking an experiencedprofessional to join our team.

In this role, you will :

  • SupportPRMs to gain more clients’ confidence and trust in HSBC capabilities andincrease the effectiveness and quality of needs fulfilled for target clients inneed;
  • AssistPRMs in deepening and growing client relationships through identifying anduncovering client's needs, identifying relevant wealth solution and technicalanalysis, and assisting PRMs in presenting and explaining solution(s) toclient;
  • Conductportfolio reviews with PRMs, assess product suitability and market andregulatory change impact to products held by clients as appropriate, identifyopportunities and manage risks;
  • Join PRMsin meeting clients and provide advice, input based on technical knowledge whileacting as a second point of contact to PRMs for specific products andsolutions;
  • ImprovePRMs’ product specific technical knowledge by effective on-job coaching andtraining;
  • Deliverfair outcomes for our customers and ensure own conduct maintains the orderlyand transparent operation of financial markets.


    To be successful in the role, you should meet thefollowing requirements :

    Bachelor degree or above (recognized by the state),professional qualification will be a plus

  • 2-5 years of consumer banking experiences
  • Broad knowledge on RBWM products and services andin-depth understanding of banking practices and procedures

  • Sound knowledge of compliance regulations
  • Excellent communication and interpersonal skills
  • Fluent spoken and written English and Chinese
  • You’ll achieve more when you join HSBC.

    HSBC is committed to building a culture where allemployees are valued, respected and opinions count. We take pride in providinga workplace that fosters continuous professional development, flexible workingand opportunities to grow within and inclusive and diverse environment.

    Personal data held by the Bank relating to employment applications will be usedin accordance with our Privacy Statement, which is available on our website. HSBCAXS / VL / *

    Issued by HSBC Bank (China) Company Limited

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