HSBC · 4 weeks ago
Wealth and Personal Banking Insurance Specialist
New York, New York, United States
Full-time
Hybrid
Mid, Senior Level
$156K/yr - $200K/yrHSBC is a global bank committed to providing best-in-class service to its clients. As a Wealth and Personal Banking Insurance Specialist, you will collaborate with various professionals to deliver tailored insurance solutions while managing client relationships and identifying new business opportunities.
Financial Services
No H1B
Responsibilities
Serve as a primary point of contact for HSBC clients regarding insurance and wealth management needs
Develop and present individualized insurance proposals, investment solutions, and client presentations
Build and manage trusted relationships with advisors and their clients
Collaborate with internal teams (wealth planners, investment specialists, credit, trust, operations) to deliver a seamless client experience
Educate business partners through ongoing training, on the value of the full suite of insurance offerings and the identification of insurance opportunities
Track business development opportunities in Customer Relationship Management (CRM) and support pipeline management
Monitor client portfolios and banking activities to ensure alignment with goals and risk tolerance
Prepare management reports and support special projects
Ensure all activities comply with regulatory requirements and internal policies
Escalate potential risks or compliance concerns promptly
Seek process improvements to enhance efficiency and client experience
Achieve insurance revenue goals
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or related field (or equivalent work experience)
Proven experience in insurance sales, wealth management, private banking, or financial services
Life license, FINRA Series 6, 63, 65 or 66 (in lieu of 63 and 65)
Sales orientated with consultative sales and relationship management skills
Fluent in English
Excellent analytical, organizational, and communication skills
Tech savvy with proficiency in MS Office (Excel, PowerPoint, Word)
High attention to detail, confidentiality, and client service excellence
Self-motivated with the ability to thrive in a high performance, client focused culture
Preferred
Property & Casualty license and Series 7 a plus
Proficiency in Spanish, Portuguese, Cantonese, or Mandarin a plus
CRM experience a plus
Benefits
Robust Wellness Hub
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Company
HSBC
HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.33B2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B
Leadership Team
Elie El Asmar
Chief Executive Officer
Georges Elhedery
CEO
Recent News
pv magazine USA
2026-01-23
2026-01-23
2026-01-23
Company data provided by crunchbase