Associate Director, Insurance Advisory - Global Private Banking
Publication date:
18 October 2024Workload:
100%Contract type:
Unlimited employment
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as an Associate Director, Insurance Advisory.
Principal Responsibilities
- Client facing role to provide specialist advice on appropriate HSBC insurance solutions and/or to make referrals to external insurance brokers when necessary
- Drive insurance sales and referral activities together with RMs
- Manage sales planning and pipeline prioritization activities
- Act as subject matter expertise and provide trainings to the floor on insurance
- Manage insurance brokers to ensure their business productivity and service level
- Ensure the insurance sales and/or referral process and activities are in compliance with both internal and external regulatory requirements