VP Wealth Product Expert - Insurance

Job Summary

International Wealth and Premier Banking (IWPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

• People Responsibility: N
• Report to: SVP Insurance
• Role Purpose:

Senior IPE is usually deployed to add value to clients with more complex needs, e.g. PB and Premier Elite clients and is assigned to a team of PB RMs and/or Premier Relationship Managers (PRMs). Whilst PB RMs and PRMs own the end-to-end advisory and sales process with clients, IPE assists PB RMs and/or PRMs in understanding clients better, meeting clients together wi...

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