Wealth & Personal Banking Insurance Specialist

HSBC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

HSBC is seeking an WPB Life Insurance and Annuity Specialist to provide best-in-class service to clients and families in the US. You will coordinate with wealth relationship managers, private bankers, tax advisors, and legal professionals to deliver tailored insurance solutions supporting estate planning and wealth preservation.

You will identify new business opportunities, manage client relationships, and ensure seamless delivery of insurance and banking services while meeting regulatory

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field or equivalent work experience.
• Proven Life Insurance and Annuity sales experience.
• Licenses: Life, FINRA 6/63/65/66; P&C license; Series 7 a plus.
• Fluent in English; additional languages (Spanish/Portuguese/Cantonese/Mandarin) a plus.
• Excellent analytical, organizational, and communication skills; CRM experience a plus.

Responsibilities

• Serve as primary contact for HSBC clients regarding insurance and wealth management needs.
• Develop and present individualized insurance proposals, investment solutions, and client presentations.
• Build and manage trusted relationships with advisors and their clients.
• Collaborate with internal teams to deliver a seamless client experience.
• Educate business partners on the value of the full suite of insurance offerings.
• Track business development opportunities in CRM and support pipeline management.
• Monitor client portfolios and banking activities to align with goals and risk tolerance.
• Prepare management reports and support special projects.
• Ensure activities comply with regulatory requirements and internal policies.

Skills

Sales orientation

Relationship management

Analytical skills

Communication skills

Multilingual (English + others)

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Life license

FINRA Series 6

FINRA Series 63

FINRA Series 65

FINRA Series 66

Property & Casualty license

Series 7

MS Office

CRM software

Job description

HSBC is seeking an WPB Life Insurance and Annuity Specialist to provide best-in-class service to clients and families in the US. You will coordinate with wealth relationship managers, private bankers, tax advisors, and legal professionals to deliver tailored insurance solutions supporting estate planning and wealth preservation.

You will identify new business opportunities, manage client relationships, and ensure seamless delivery of insurance and banking services while meeting regulatory