Financial Services Expert
23 hours ago
HSBC is one of the world's largest banking and financial services organizations, serving millions of customers worldwide. Our wealth management division is a key part of our business, offering a wide range of products and services designed to meet the needs of high net worth individuals.
Job DetailsAbout the RoleWe are currently seeking an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert. This is an exciting opportunity to work with a talented team to drive business growth and deliver exceptional customer service.
Key Responsibilities- Meeting of KPIs: Achieve desired Relationship Manager and Branch sales performance targets, wealth insurance revenue aspiration, target product mix for PERML, participation, productivity, conversion ratio, profitability, and quality sales.
- Sales Activities & Management: Perform professional support to Relationship Managers and Branch Leaders satisfaction, conducting reviews of client portfolios, identifying solution gaps and concentration risk, and supporting Relationship Managers in client meetings.
As an Insurance Product Expert at HSBC, you will have opportunities for career growth and development, working with a talented team to drive business growth and deliver exceptional customer service.
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Financial Inclusion Expert
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Financial Services Expert
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Financial Inclusion Policy Manager
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Financial Services Relationship Expert
5 days ago
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Financial Operations Expert
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Accounting Services Expert
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Financial Services Expert
5 days ago
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Financial Statement Expert
5 days ago
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Financial Planning Expert
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Kuala Lumpur, Kuala Lumpur, Malaysia WE Team Full timeWE Team is a premier boutique financial agency in Kuala Lumpur, Malaysia. Rooted in wisdom and ethical professionalism, we specialize in insurance, unit trust, and holistic financial solutions.Our MissionWe are dedicated to developing future financial leaders and equipping them with industry-leading knowledge and proven strategies.About the RoleThis is a...
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Financial Services Associate
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia MUFG Investor Services Full timeFinancial Services AssociateAbout MUFG Investor Services:We are a leading provider of administration, asset services, banking, and fund financing solutions to global investment firms.Our company is part of the Mitsubishi UFJ Financial Group and has 14 global locations.This role will be responsible for providing full-range fund administration services to real...
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Director of Financial Services
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia MUFG Investor Services Full timeDirector of Financial Services RoleMUFG Investor Services, a leading provider of administration, asset services, banking, and fund financing to over 480 global investment firms, is seeking an experienced Director of Financial Services to join its dynamic team.The successful candidate will be responsible for overseeing the provision of fund accounting...
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5 days ago
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Financial Strategy Expert
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