Financial Solutions Expert

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
Company Overview:
HSBC is a multinational banking and financial services organization with operations in over 80 countries. Our global network enables us to serve clients across Asia, Europe, the Americas, and other regions.

Job Description:
We are seeking a motivated and experienced Insurance Product Expert to join our Wealth and Personal Banking team. The successful candidate will be responsible for defining, managing, and achieving divisional business targets, as well as providing sales support to Relationship Managers and Branch Leaders.

Responsibilities:
- Meet KPIs: Achieve desired sales performance targets, wealth insurance revenue aspirations, target product mix for PERML, and overall sales performance metrics.
- Sales Activities & Management: Conduct regular sales meetings with Relationship Managers, provide technical knowledge and market insights, and support Relationship Managers in client meetings.
- After-Sales Service: Provide assistance to customers on minor claims processes, policy changes, and other related matters.

Requirements:
The ideal candidate should have excellent communication and interpersonal skills, as well as strong technical knowledge of insurance products and market trends. Prior experience in sales or customer-facing roles is highly desirable.

Benefits:
HSBC offers a comprehensive benefits package, including competitive salary, bonuses, and career development opportunities.

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