Wealth and Personal Banking Specialist
3 days ago
HSBC is one of the world's largest global wealth managers with USD1.4 trillion in assets.
Principal Responsibilities- To achieve the desired Relationship Manager and Branch sales performance targets.
- Sales Activities & Management
- Meeting customer needs by providing financial planning advice to customers in relation to their insurance portfolio.
- Responsible on overall insurance business of Relationship Manager and Branch.
- Organising branch activities i.e customer event in regional/branch level.
- After Sales Service
- Providing after sales service & guidance to customers such as minor claims process, policy changes, etc.
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