Senior Insurance Specialist
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Key skills for this role
About the Role
HSBC is seeking a Senior Insurance Specialist in Abu Dhabi to support relationship managers in increasing insurance productivity and penetration. The role involves coaching, conducting financial planning reviews, and providing technical advice.
Key Skills for This Role
Responsibilities
- Help improve insurance need identification and holistic human life value replacement assessment for Premier clients.
- Support, develop and train/coach relationship managers to improve interactions and drive higher wallet share and wealth penetration.
- Join Relationship Managers in meeting clients and providing technical advice and input based on technical knowledge.
- Conduct Holistic financial planning reviews with Clients alongside the relationship manager, assess product suitability and market and regulatory change impact.
- Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges.
- Provide support to Relationship Managers on increasing and capturing cross sell opportunities.
Requirements
- Proven experience in insurance sales / advisory experience with measurable outcomes; preferably managing an insurance product book / portfolio.
- Experience working in Wealth / Retail Banking environment with evidence of strong client recommendation and sales results in wealth products.
- Strong passion in training and coaching of insurance products, concept and sales with Relationship Managers.
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management.
- Strong clients focus and ability to develop long term partnerships with clients.
- Ability to deliver needs based solutions through effective communication, influencing, and sales skills.
- Able to communicate well in English and Arabic is preferred.
- A graduation degree is essential for obtaining a UAE visa and work permit.
Full Job Posting
Role Overview
- HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers.
- This role is about supporting, helping and guiding relationship managers in increasing their insurance productivity and building insurance penetration within RM managed clients.
In This Role, You Will Be Responsible For
- Help improve insurance need identification, more holistic and comprehensive human life value replacement assessment for Premier clients.
- Support, develop and train/coach relationship managers to improve interactions and drive higher wallet share and wealth penetration.
- Help the relationship managers enhance their client engagement, advisory capabilities and sales performance.
- Act as a strategic partner and contribute in delivering measurable impact on business outcomes.
- Join Relationship Managers in meeting clients and providing technical advice and input.
- Conduct Holistic financial planning reviews with Clients alongside the relationship manager.
- Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges.
- Provide support to Relationship Managers on increasing and capturing cross sell opportunities.
Requirements
- Proven experience in insurance sales / advisory experience with measurable outcomes; preferably managing an insurance product book / portfolio.
- Experience working in Wealth / Retail Banking environment with evidence of strong client recommendation and sales results in wealth products.
- Strong passion in training and coaching of insurance products, concept and sales with Relationship Managers.
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management.
- Strong clients focus and ability to develop long term partnerships with clients.
- Ability to deliver needs based solutions through effective communication, influencing, and sales skills.
- Able to communicate well in English and Arabic is preferred.
- A graduation degree is essential for obtaining a UAE visa and work permit.
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