About the role
FinEx AI summary
A client-facing role providing specialist advice on HSBC insurance solutions for high net worth customers, building relationships and driving sales with relationship managers. It also involves sales planning, pipeline prioritisation, coaching RM teams, and ensuring compliance with internal policies and regulatory requirements.
Core skills
InsuranceHigh Net Worth (HNW) client managementBusiness developmentRelationship managementSales planningPipeline management