Spec Sls Wealth Insurance RBWM

HSBC; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global financial institution in Mexico City is seeking a Mobile Insurance Specialist to enhance Wealth Relationship Managers' effectiveness and client trust. This role involves providing expert insurance solutions, supporting consultative sales processes, and training staff on product knowledge. The ideal candidate has at least three years of experience, strong client management skills, and a solid understanding of financial solutions and regulations.

Formación

• Minimum of three years as a product specialist, life insurance agent or financial advisor.
• Deep knowledge of complex financial solutions and products.
• Solid understanding of global anti-money laundering standards.

Responsabilidades

• Support Relationship Managers gain client trust and effective needs fulfillment.
• Commercial management to increase Wealth segment penetration.
• Promote professional sale of insurance products.

Conocimientos

Client management skills

Consultative sales process management

Strong communication skills

Knowledge of financial markets

Collaborative skills

Advanced English communication

Descripción del empleo

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 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 Relationship Manager.

Mobile Insurace 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 gain 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 relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting Relationship Managers in presenting and explaining solution(s) to client or conducting individually end to end sales processes on site (office, home or other locations requested by the clients).
• Commercial management to increase customer penetration in Wealth segment. Give detailed tracking and registration of activity.
• Promote professional sale of insurance products.
• Provide specialist advice on appropriate insurance solutions to ensure the insurance/ protection needs of Wealth customers are well fulfilled.
• Training Relationship Managers on technical and practical skills through programed trainings when needed and improve Relationship Managers product specific technical knowledge by effective on-job coaching.
• Assist on client planned events.

Requirements

• Minimum of three years of working experience as a product specialist, life insurace agent or financial advisor.
• 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, socia-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 activitiesDemonstrated 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 regulations.
• Specialisation in one or more product categories e.g. Structured Products /FX /Investments /Financial Planning /Savings /Retirement /Protection /Mortage etc.
• Good level of English for medium to advanced understanding and communication.
• Excellent communication and interpersonal.

HSBC is an equal opportunity employer 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 encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.