Deskripsi Pekerjaan
Are you looking for a sustainable career or a mid-career switcher looking to explore career opportunities? We are expanding and looking for driven individuals to join our team as HSBC Life Wealth Solutions Consultants. In this exciting sales role, you will be at the forefront of helping clients achieve their financial dreams through tailored wealth solutions. You will leverage your communication skills to build strong relationships, conduct financial needs analysis, and provide expert advice on insurance and investment products. This is a fantastic opportunity for those seeking growth, stability, and a rewarding career in the banking and financial services industry. If you are a self-starter with a passion for helping others, we want to hear from you. Join us in Central Region and shape your future today.
Tanggung Jawab
- Drive sales performance by acquiring and retaining new clients in the Wealth Management sector.
- Conduct comprehensive financial needs analysis and recommend suitable insurance and investment products.
- Deliver engaging product presentations and seminars to potential clients.
- Manage and grow a robust portfolio of high-net-worth clients.
- Stay updated on market trends, regulatory changes, and product knowledge to provide accurate advice.
- Collaborate with internal teams to ensure seamless client service and claims processing.
Kualifikasi
- Degree in Finance, Business, or related field is preferred (or strong equivalent experience).
- Minimum 1-2 years of experience in sales, banking, or financial services is an advantage.
- Strong interpersonal, negotiation, and presentation skills.
- Proven ability to work independently and meet monthly sales targets.
- Self-motivated with a drive for continuous learning and career advancement.
- Valid driver's license is often required for client meetings.