Premier Insurance Specialist

HSBC; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

HSBC Singapore is seeking a Premier Insurance Specialist to advise on wealth-management insurance products, including Universal Life, and to work with Relationship Managers to provide technical guidance and client-facing support.

The role emphasizes coaching RM teams, sharing market intelligence, and driving cross-sell opportunities while ensuring fair client outcomes and compliance with regulatory standards.

Qualifications

• Accredited degree or diploma required.
• Experience in Insurance/Bancassurance, especially high-net-worth products like Universal Life.
• Strong presentation and pitching skills to engage clients.
• Excellent communication and collaboration with stakeholders.

Responsibilities

• Conduct Portfolio Reviews with Relationship Managers to assess product suitability and opportunities.
• Improve Relationship Managers’ product knowledge through on-job coaching and training.
• Join RM in client meetings to provide technical input and guidance.
• Collect market intelligence to identify competitive gaps, service issues and opportunities.
• Provide guidance and training to colleagues, and liaise on training programs and initiatives.
• Support Relationship Managers in increasing cross-sell opportunities.
• Deliver fair outcomes to HSBC Singapore clients and maintain transparent market conduct.

Skills

Presentation skills

Communication skills

Interpersonal skills

Coaching & training

Education

Accredited degree or diploma

Job description

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.

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
• 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.

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