Associate/ Sr Associate / Assistant Manager

Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
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
Requirements
To be successful in the role, you should meet the following requirements:
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 communicatorexcellent 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