Specialist Wealth Insurance Rbwm (Hermosillo)

Role purpose
The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions.
The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, Investment, Financial Planning, Retirement, Protection, Mortgage, etc.
The most significant contribution is expected to support Wealth's Relationship Managers to gain more client trust and commitment in broadening and deepening their relationship with HSBC by serving customers outside the branch individually or in joint work with Relationship Manager.
Mobile Insurance Specialist is usually deployed to add value to the Wealth's Relationship Managers on their daily activities and responsibilities at the regional level in more sophisticated products to Wealth customers.
Principal accountabilities
Support Relationship Managers gain more clients confidence and trust in HSBC capabilities and increase the effecti...

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