Wealth Planning Specialist
4 weeks ago
HSBC is seeking a skilled and passionate professional to join our team as a Wealth Planning Specialist. As a key member of our Personal Wealth Planning team, you will play a vital role in helping our customers achieve their financial goals and aspirations.
Key Responsibilities:- Identify and capture investment and insurance business opportunities, leveraging financial planning methodology to ensure fair outcomes for all types of customers.
- Engage end-to-end investment and insurance services, including customer needs identification, solution recommendations, application fulfillment, and follow-up.
- Provide specialist advice on appropriate investment and insurance solutions to meet the family protection, education, retirement, and legacy planning needs.
- Deliver against demanding performance expectations across customer engagement, financial planning, and new business KPIs.
- Manage individual portfolios to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement.
- Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and the broader organization.
- Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures.
- University-level education, preferably in finance, business, or a related discipline.
- AMFI and IRDA Certified Planners shall have an advantage.
- Front-line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
- Good communicator—excellent listening skills and ability to explain complex information in a concise manner.
- Highly self-motivated and self-disciplined with the ability to work effectively and independently.
- Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance.
- Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
- HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.
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