Senior Insurance Specialist （财富安全规划专家)

Support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target clients Improve RMs product specific technical knowledge by effective on-job coaching and training Accumulated extensive working experience as a product specialist or financial advisor or hands-on working experience as Sub-branch Manager in IWPB Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, social-economic dynamics, and regulatory requirement relevant to the products Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities Demonstrated ability and experience to correctly identify client needs Solid skills to manage consultative sales process A solid understanding of global Anti-money Laundering standards Team player with collaborative skills Knowledge of local and Group compliance regulation Specialisation in one or more product categories e.g. /Estate Planning/Retirement/Protection/ Education. 相关领域丰富的工作经验，如保险专家或财富管理专家,或有对私支行行长经验 良好客户沟通能力，能基于客户需求提供建议 熟悉财富管理相关产品知识以及相关政策规定 熟悉外部市场包括市场环境，新产品推出以及对目前产品市场的理解 能够深度挖掘客户需求 熟悉销售流程 熟悉国际反洗钱规则 具有团队合作精神 熟悉国际和国内相关法律规定 在某一领域特别擅长优先，比如房地产规划/退休规划/家庭保障/教育规划等。