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HSBC · 4 hours ago

Wealth and Personal Banking Insurance Specialist

New York, NY

Full-time

Onsite

Mid, Senior Level

HSBC is committed to providing best-in-class service to clients through its Wealth and Personal Banking division. As a WPB Insurance Specialist, you will collaborate with various financial professionals to deliver tailored insurance solutions while managing client relationships and ensuring compliance with regulatory requirements.

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

Insurance sales experienceWealth management experienceLife licenseFINRA Series 6CRM experienceConsultative sales skillsRelationship management skillsAnalytical skillsMS Office proficiencyClient service excellenceFluent in EnglishSpanishPortugueseCantoneseMandarinOrganizational skillsCommunication skillsAttention to detailSelf-motivated