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1–2 jobs· newest first

Senior Insurance Specialist
HSBC · Guangzhou, China
Senior
Premier Financial Guide, Taman Connaught
HSBC · Kuala Lumpur, Malaysia

+10K new in the last hour

Senior Insurance Specialist

HSBC · Posted Nov 4, 2026

Guangzhou, Guangdong, China
Senior

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Senior Insurance Specialist

Responsibilities

Conduct product training to support and deliver new product launches and lead client education events
Follow the needs-based sales process, give clients meaningful and consistent wealth experience
Support RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients

Skills

product specialist financial advisor Sub-branch Manager client skills needs-based solutions consultative sales process Anti-money Laundering standards

Premier Financial Guide, Taman Connaught

HSBC · Posted Nov 4, 2026

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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local and Group compliance regulation

product categories such as Estate Planning, Retirement, Protection, Education

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Manage, acquire, grow and deepen High Net Worth customers’ relationships and promote HSBC Amanah Wealth Management products.

Responsibilities

Ensure a high level of sales and services of HSBC Amanah Wealth Management products based on needs based selling
Manage, acquire, grow and deepen High Net Worth customers’ relationships through effective relationship management
Cross sell other products based on customer’s need
Provide after sales services to ensure consistent delivery of superior banking experience

Requirements

Nice to have: IPPC certification
Nice to have: CUTE/FIMM certification
Nice to have: PCEIA certification
Nice to have: CEILLI certification
Nice to have: TBE certification

Skills

relationship management high net worth client management business development financial planning wealth products needs-based solutions effective communication influencing skills

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