Senior Insurance Specialist

JobsCloseBy Editorial Insights

HSBC is seeking a Senior Insurance Specialist in Abu Dhabi onsite to support relationship managers, boost insurance penetration, and deliver holistic financial planning for Premier clients within the International Wealth and Premier Banking division. The role centers on training RM teams, guiding advisory discussions, identifying cross-sell opportunities, and conducting client reviews to assess product suitability and regulatory impact. Successful candidates will have proven insurance sales or advisory experience, a track record in wealth or retail banking, and strong coaching abilities, plus up to date knowledge of macro and microeconomics and regulatory frameworks. English is essential with Arabic preferred; UAE visa requires a degree or recognized equivalency; emphasise collaboration, client focus, and measurable outcomes in your application.

Senior Insurance Specialist - Abu Dhabi

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HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

This role is about supporting, helping and guiding relationship managers in increasing their insurance productivity and building insurance penetration within RM managed clients by identifying and fulfilling holistic insurance needs of customers.

In this role, you will be responsible for:

• Help improve insurance need identification, more holistic and comprehensive human life value replacement assessment for Premier clients and help drive a better understanding of financial planning and wealth products.
• Support, develop and train/coach relationship managers to improve interactions and drive higher wallet share and wealth penetration within their portfolio.
• Help the relationship managers enhance their client engagement, advisory capabilities and sales performance through their experience and knowledge in financial advisory practices and strong subject matter sales background.
• Act as a strategic partner and contribute in delivering measurable impact on business outcomes
• Join Relationship Managers in meeting clients and providing technical advice and input based on technical knowledge.
• Conduct Holistic financial planning reviews with Clients alongside the relationship manager, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities to address any client need and manage risks.
• Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
• Provide support to Relationship Managers on increasing and capturing cross sell opportunities.
  
  

To be successful in the role, you should meet the following requirements:

• Proven experience in insurance sales / advisory experience with measurable outcomes; preferably managing an insurance product book / portfolio.
• Experience working in Wealth /Retail Banking environment with evidence of strong client recommendation and sales results in wealth products.
• Strong passion in training and coaching of insurance products, concept and sales with Relationship Managers
• Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
• Expert knowledge of external regulatory framework relevant to wealth management.
• Strong clients focus and ability to develop long term partnerships with clients.
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
• Able to communicate well in English and Arabic is preferred.
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).

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Issued by The Hong Kong and Shanghai Banking Corporation Limited.