Job Description
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.Job descriptionJoin a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.In your role as a Personal Wealth Planner you will have the support of fully dedicated field managers to focus on your personal development and HSBC ecosystem support of warm leads and holistic training program to realize the full potential of being part of HSBC. We have a result driven performance environment and are constantly evolving our thinking and ways of working to achieve our ambition.Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.HSBC Personal Wealth Planning offers:Protection related product and wealth planning services via Canara HSBC Life, HSBC AMC and nearly 500 + funds and products offered by a range of Fund Houses.Digital technology support and enablement via HSBC Personal Internet Banking Platform & the Mobile X platform.Fulfill secured and unsecured borrowing needs, when identified.We are currently seeking a passionate and experienced professional to join our team. In this role, you will:Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customersEngage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow upProvide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement, and legacy planning needsAcquire and develop relationships with Premier clients, working with the broader branch and direct teams Upgrade existing clients relationship to Premier by identifying opportunities and delivering superior service Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIsManage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagementBuild and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organizationEnsure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
