Bancassurance Insurance Product Lead

Cari; Ipoh; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Flexible working

Professional development

Inclusive workplace

Job summary

HSBC Bank Malaysia Berhad is seeking an Insurance Product Expert to join the International Wealth and Premier Banking team in Malaysia. You will drive Bancassurance sales within Premier segments and collaborate with Relationship Managers to review client portfolios and provide financial planning advice.

You will lead customer events, educate clients on insurance solutions, and handle after-sales needs including claims and policy changes.

Qualifications

• Minimum 7 years of relevant experience in financial services, bancassurance and life insurance sales.
• Strong sales orientation with advisory capability.
• Excellent communication and interpersonal skills.
• SPM qualification with 5 credits is required.
• Must hold PCE, CEILI, and TBE licenses.

Responsibilities

• Meet sales targets for Bancassurance in Premier and Premier Elite customer segments.
• Support Relationship Managers and Branch Leaders to improve customer satisfaction; conduct client engagements and portfolio reviews with financial planning advice.
• Assist customers with after-sales needs including claims, policy changes and general support.

Skills

Sales mindset

Excellent communication

People skills

Result-driven

Education

SPM with 5 credits

Tools

PCE license

CEILI license

TBE license

Job description

HSBC Bank Malaysia Berhad is seeking an Insurance Product Expert to join the International Wealth and Premier Banking team in Malaysia. You will drive Bancassurance sales within Premier segments and collaborate with Relationship Managers to review client portfolios and provide financial planning advice.

You will lead customer events, educate clients on insurance solutions, and handle after-sales needs including claims and policy changes.