Wealth Coach - HSBC Life, Macau Job in 財務及金融 in 所有澳門特別行政區地區

Wealth Coach - HSBC Life, Macau Job in 財務及金融 in 所有澳門特別行政區地區 - Job Description

職位內容

公司名稱: HSBC Life (International) Limited
HSBC Macau Branch, established in 1972 we offer a comprehensive range of banking services to its customers. Its retail banking and wealth management business focuses on the HSBC Premier service, which is HSBC's global wealth management proposition, offering unique banking and wealth management services to local citizens and customers with international background or needs. Its commercial banking includes import / export financing, commercial loans, payment and cash management, trade and supply chain, and SME banking services.

Wealth Coach - HSBC Life, Macau

Job Roles & Responsibilities

In this role the Wealth Coach works with insurance sales managers to improve Wealth Planning Specialist’s (WPS) capability and performance. Although coaching remains as one of the core responsibilities of sales managers, the Wealth Coach supplements the capacity and capabilities of sales managers to assist in developing WPSs that are able to provide a professional financial planning services and outstanding customer experience to our valuable prospects and policyholders. Wealth Coach acts as a consultant to WPS and provide idea and advice on coping with job-related challenges. Wealth Coach will focus on supporting the post on-boarding and development of new WPSs and/or improving the productivity of WPS. The coaching for WPS through role-playing, joint customer meeting, workshops, etc. primarily focuses on financial planning, client engagement skills and sales activities and process including utilization of key client engagement and sales tools. Wealth Coach also works with Insurance Academy to develop training solutions to address development needs of Macau insurance sales team.

Qualifications and Requirements:

• Minimum 8 years of sales/coaching experience required, with at least 2 years of experience with proven track record as insurance specialist/ financial planner in leading financial institution
• Experience with high net worth and investment products are required
• Strong understanding of wealth products in market
• Indepth knowledge and expertise in area of coaching responsibility including financial planning, insurance sales process and client skill
• Knowledge of insurance regulations, policies and competitive strategies across the wealth management industry
• Strong communication skills with an ability to influence stakeholders
• Positive attitude with the capability to work under pressure and deliver on multiple deadlines
• Possess Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 3, and 5
• To be considered for this role, the relevant rights to work in Macau is required.

Interested candidates, please apply directly via:
https://mycareer.hsbc.com/ExternalApply?pipelineId=189018

HSBC/HSBC Life is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank/HSBC Life relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited / HSBC Life (International) Limited.