Senior Insurance & Wealth Advisory 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

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.