
HSBC
Dubai
Insurance Specialist
DubaiOn-site5–10 yrsFull-time
Responsibilities
Support and guide relationship managers to increase insurance productivity and penetration among high-net-worth clients. Conduct holistic financial planning reviews and provide technical advice to ensure product suitability and regulatory compliance.
Requirements
Requires strong experience in insurance distribution and wealth management with a proven track record of delivering revenue outcomes. A graduation degree and valid local regulatory licenses for wealth management are essential.
Key skills
Insurance DistributionFinancial PlanningWealth ManagementRelationship ManagementCoaching and TrainingSalesClient Relationship ManagementRegulatory ComplianceNeeds-Based SellingInfluencing SkillsMarket IntelligenceCross Selling
Benefits
Professional Development
Flexible Working
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