Premier Insurance Specialist

HSBC Global Services Limited; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global banking corporation in Singapore is looking for a Premier Insurance Specialist to enhance Relationship Managers' product knowledge and provide technical support in high net-worth product areas. The role involves conducting portfolio reviews, training, and facilitating client interactions. Ideal candidates will have an accredited degree, significant insurance expertise, and exceptional interpersonal skills. The company promotes a diverse work culture that values continuous development and flexible working environments.

Qualifications

• Advanced experience as an Insurance/Bancassurance Specialist, focusing on high net-worth products.
• Strong ability to provide advice on wealth accumulation and legacy planning.
• Passion for training and coaching Relationship Managers.

Responsibilities

• Conduct Portfolio Reviews and assess product suitability.
• Provide coaching to Relationship Managers to improve product knowledge.
• Identify and share product competitive gaps and service issues.

Skills

Insurance/Bancassurance expertise

Presentation and pitching skills

Communication skills

Technical knowledge in high net-worth products

Education

Accredited Degree/Diploma

Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Within International Wealth and Premier Banking (IWPB), 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, Private Banking and Insurance.

We are currently seeking a high calibre professional to join our team as a Premier Insurance Specialist.

Responsibilities

• 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.

Qualifications

• 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

Opening up a world of opportunity

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 The Hongkong and Shanghai Banking Corporation Limited.