Spec Sls Wealth Insurance Rbwm

Hsbc Global Services Limited; Torreón; On-site; MXN 300,000 - 520,000; Full time

Job summary

HSBC in Torreón, Mexico, seeks a Mobile Insurance Specialist within Wealth to support Relationship Managers with sophisticated insurance solutions and client needs. You will analyze client requirements, present wealth solutions, and assist end-to-end sales on site, whether at the office, at home, or at client locations.

Role requires 3+ years in related fields, strong client skills, and deep knowledge of financial products, markets, and regulatory standards.

Qualifications

• Minimum of three years in a product specialist, life insurance agent or financial advisor role.
• Strong client-facing skills and ability to deliver tailored wealth solutions.
• Deep knowledge of complex financial products and market dynamics.
• Understanding of global anti-money-laundering standards and local regulations.
• Excellent communication and interpersonal abilities.

Responsibilities

• Support Relationship Managers to gain client confidence and broaden wealth relationships.
• Identify client needs, present insurance/wealth solutions, and assist end-to-end sales on site.
• Promote insurance products and track activity to improve client penetration.
• Provide expert advice on suitable insurance solutions for wealth clients.
• Train Relationship Managers on technical knowledge and on-the-job coaching.
• Assist with client events and maintain regulatory compliance.

Skills

Client relationship skills

Consultative sales

Team player

Regulatory knowledge

Financial products knowledge

Communication skills

Job description

MIS PATRIMONIAL

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.