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Wealth Management Professional
1 week ago
Our Wealth and Personal Banking team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional customer service and driving business growth. We are seeking an experienced Insurance Product Expert to join our team in Plaza Mont Kiara.
About the RoleAs an Insurance Product Expert, you will be responsible for defining, managing, and achieving divisional business targets. You will work closely with colleagues to identify opportunities for growth and develop strategies to achieve business objectives.
Key Responsibilities- Sales Activities & Management: Perform professional support to Relationship Managers and Branch Leaders satisfaction by conducting reviews of client portfolios, identifying solution gaps and concentration risk, and supporting Relationship Managers in client meetings.
- After Sales Service: Provide after sales service & guidance to customers on minor claims process, policy changes, etc.
At HSBC, we offer a comprehensive benefits package, including competitive salary, flexible working arrangements, and opportunities for career growth and development.
