Senior Insurance Specialist

HSBC; Dubai; On-site; AED 100,000 - 150,000; Full time

Job summary

A leading international bank in Dubai is seeking a professional to support relationship managers in enhancing insurance productivity and client engagement. The ideal candidate should have a graduation degree and strong experience in financial services and client advisory. They will be responsible for conducting financial planning reviews and driving client relationships while promoting wealth products. This role offers excellent opportunities for professional growth in a dynamic and diverse environment.

Benefits

Flexible working

Continuous professional development

Inclusive environment

Qualifications

• In-depth experience in financial services and client advisory.
• Strong client recommendation and sales results in wealth products.
• Expert knowledge in financial planning and related products.

Responsibilities

• Support relationship managers in improving their insurance productivity.
• Enhance client engagement and advisory capabilities.
• Conduct financial planning reviews with clients.

Skills

Client advisory

Relationship management

Financial planning

Sales performance

Training

Education

Graduation degree

Job description

If you’re looking for further opportunities to develop your career, join HSBC and fulfill your potential.

HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

This role is about supporting, helping and guiding relationship managers in increasing their insurance productivity and building insurance penetration within RM managed clients by identifying and fulfilling holistic insurance needs of customers.

In this role, you will be responsible for:

• Help improve insurance need identification, more holistic and comprehensive human life value replacement assessment for Premier clients and help drive a better understanding of financial planning and wealth products.
• Support, develop and train/coach relationship managers to improve interactions and drive higher wallet share and wealth penetration within their portfolio.
• Help the relationship managers enhance their client engagement, advisory capabilities and sales performance through their experience and knowledge in financial advisory practices and strong subject matter sales background.
• Act as a strategic partner and contribute in delivering measurable impact on business outcomes.
• Join Relationship Managers in meeting clients and providing technical advice and input based on technical knowledge.
• Conduct Holistic financial planning reviews with Clients alongside the relationship manager, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities to address any client need and manage risks.
• Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
• Provide support to Relationship Managers on increasing and capturing cross sell opportunities.

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

• Graduation degree is a must to secure a UAE Visa and Work Permit.
• In depth experience in financial services, client advisory & Relationship Management.
• Evidence of strong client recommendation and sales results in wealth products.
• Equivalent relationship management experience in managing high net worth client portfolios preferred.
• Expert knowledge in financial planning and wealth products.
• Have strong passion in training and coaching of insurance products, concept and sales with Relationship Managers
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• In-depth understanding of HSBC Global House Views.
• Strong clients focus and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

You’ll achieve more at HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way
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Issued by The Hong Kong and Shanghai Banking Corporation Limited.