Partnerships Development Manager

HSBC Holdings plc; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

HSBC Life Singapore seeks a Partnerships Development Manager to enhance case management, business development, and cross-functional collaboration with internal and external stakeholders. The role includes coordinating recruitment efforts for Wealth Solutions Consultants and onboarding processes to ensure seamless client service delivery.

The position requires Life insurance experience, strong communication, and strategic execution skills, with a focus on expanding distribution channels and NTI

Qualifications

• Sales and/or working experience in Life and/or GI insurance.
• Strong distribution channels/Life Operations background.
• Diploma/Degree in Business or related fields of study.
• CMFAS M5, M9, M9A and HI certification is preferred.
• Excellent communication and negotiation skills.
• Strategic and results-driven mindset.
• Good with numbers and adept in MS Excel.

Responsibilities

• Case Manager: follow up on outstanding requirements and coordinate with internal Ops/NB; run penders list and chase for account openings.
• Business Development Support: collaborate with internal/external stakeholders on Branch & Mobile strategies to grow NTI and Repeat sales.
• Support joint synergy projects between SingPost and Tied Agency; coordinate TM with offshore team and prepare TM reports.
• Drive internal recruitment of Wealth Solutions Consultants (WSC) and liaise with recruitment companies.
• Onboarding of new WSCs: prepare materials and certification requirements for RNF and onboarding.

Skills

Sales experience

Communication skills

Negotiation skills

MS Excel

Strategic mindset

Numbers oriented

Education

Diploma/Degree in Business or related fields

CMFAS M5/M9/M9A and HI certifications

Tools

MS Excel

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Here you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank.

Insurance is about people, and the promises they make. At HSBC Life in Singapore we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our combined team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Partnerships Development Manager.

In this role you will:

1) Case Manager

• Follow-up on outstanding requirements by working closely with internal Ops/NB. Run penders list, fund calls cases and chase for account opening
• Identify processing gaps and highlight to Channel Sales Managers of potential gaps and work with internal stakeholders to mitigate/rectify gaps

2) Business Development Support

• Work alongside internal and external stakeholders on initiatives for Branch & Mobile strategies to increase New To Insurance (NTI) as well as Repeat sales opportunities

3) Support joint synergy projects between SingPost and Tied Agency

• TM support with offshore team - identify new potential segments and roll out scripts/designate leads/prepare TM reports
• Provide transition support for SingPost Top FPEs and ensure skills/knowledge of TM are translated to the new offshore team
• Maintain a structured process on orphan customers management arising from policy support/servicing enquiries
• Duty Advisor - Prepare training materials for DA project/deployment schedule

4) Drive internal recruitment of Wealth Solutions Consultants (WSC) and liaise with 3rd party recruitment companies

• Identify relevant recruitment media and listings to source WSCs
• Screening of profiles and recommend suitability to interview/hire to Channel Sales Managers

5) Onboarding of new WSCs

• Prepare relevant materials/certification requirements for RNF and onboarding

To be successful you will need:

• Sales and/or working experience in Life and/or GI insurance
• Strong distribution channels/Life Operations background
• Diploma/Degree in Business or related fields of study
• CMFAS M5, M9, M9A and HI certification is preferred
• Excellent communication and negotiation skills
• Strategic and results-driven mindset
• Good with numbers and adept in MS Excel

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Life (Singapore) Pte. Ltd.