About the role
FinEx AI summary
This insurance product expert role sits in HSBC's Retail Banking and Wealth business. The role involves managing an insurance portfolio, partnering with relationship managers to identify client needs, introducing insurance solutions, planning team activities, and implementing strategies for the High Net Worth/Premier segment.
Core skills
Insurance portfolio managementWealth management / financial needs analysisRelationship managementHigh Net Worth / Premier segment expertiseInsurance solution advisoryFinancial review services