Key responsibilities include:

• Supporting Relationship Managers to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
• Assisting Relationship Managers in identifying and uncovering clients' needs, identifying relevant wealth solutions, and conducting individually end-to-end sales processes on site.
• Providing specialist advice on appropriate insurance solutions to ensure the insurance/protection needs of Wealth customers are well fulfilled.
• Training Relationship Managers on technical and practical skills through programmed trainings when needed.

Requirements include:

• Minimum of three years of working experience as a product specialist, life insurance agent, or financial advisor.
• Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
• Deep knowledge of specific complex financial solutions and products, including the knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products.
• Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
• Demonstrated ability and experience to correctly identify client needs.
• Solid skills to manage consultative sales process.
• A solid understanding of global anti-money laundering standards.
• Team player with collaborative skills.
• Knowledge of local and Group compliance regulations.
• Specialisation in one or more product categories, such as Structured Products, FX, Investments, Financial Planning, Savings, Retirement, Protection, and Mortgage.

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