HSBC is Hiring for many Associate/ Sr Associate / Assistant Manager -Personal Wealth Planner Roles. Here is everything that you need to know about this post!
HSBC job Overview
- Company – HSBC
- Role – Associate/ Sr Associate / Assistant Manager -Personal Wealth Planner
- Location – Mumbai, Pune, Hyderabad, Chennai, Bangalore, Gurugram
- Qualifications – Bachelor’s Degree
- Experience – Fresher or Experienced
Job Description
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.
Roles and Responsibilities
- Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up
- Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement, and legacy planning needs. Acquire 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 KPIs
- Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
- Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization. Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
Basic Qualifications
- University level education, preferably in finance, business or a related discipline
- AMFI & IRDA Certified Planners shall have an advantage. Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
- Good communicator—excellent listening skills and ability to explain complex information in a concise manner
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance. Strong verbal and written communication skills
- Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered
Apply link
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