Premier Insurance Specialist
HSBC · Singapore · 27d ago
In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking a high calibre professional to join our team as Premier Insurance Specialist.
In this role you will:
- Conduct Portfolio Reviews with Relationship Managers, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
- Improve Relationship Managers’ product specific technical knowledge by effective on-job coaching and training.
- Join Relationship Managers in meeting clients and providing technical advice and input based on technical knowledge.
- Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
- Provide technical guidance and support to Relationship Managers, sharing knowledge and encouraging others to do the same.
- Liaise between stakeholders and leadership teams on training and leads programs/initiatives.
- Provide support to Relationship Managers on increasing and capturing cross sell opportunities.
- Deliver fair outcomes to HSBC Singapore clients and ensure own conduct maintains the orderly and transparent operations of financial markets.
To be successful you will need:
- An accredited Degree/Diploma Holder
- You should have advance experience relevant as Insurance/Bancassurance Specialist experience, especially in high net-worth products such as Universal Life and have strong knowledge of the investment climate to provide sound advice in wealth accumulation, legacy planning and premium financing
- You should be mature, confident and possesses strong presentation and pitching skills to hold an effective client conversation with Relationship Managers
- Excellent communication and interpersonal skills with the ability to work collaboratively across the various team members and internal stakeholders
- Have strong passion in training and coaching of insurance products, concept and sales with Relationship Managers
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
You’ll achieve more when you join HSBC.
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Issued by The Hongkong and Shanghai Banking Corporation Limited.