Senior Insurance & Wealth Solutions Specialist

HSBC Holdings plc; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

HSBC Singapore is seeking a Premier Insurance Specialist to support wealth clients with high net-worth insurance solutions and cross-sell opportunities.

The role involves coaching Relationship Managers, delivering technical insurance input in client meetings, and ensuring compliant, fair outcomes across markets. Applicants should have an accredited degree or diploma and strong communication and presentation skills.

Qualifications

• Accredited degree or diploma in a relevant field.
• Experience in Insurance/Bancassurance, especially high net-worth products.
• Strong presentation and pitching skills for client conversations.

Responsibilities

• Conduct Portfolio Reviews with Relationship Managers, assess product suitability and market/regulatory impact.
• Improve Relationship Managers’ product knowledge through on-the-job coaching.
• Join Relationship Managers in client meetings to provide technical input.
• Share market intelligence to identify competitive gaps and business opportunities.

Skills

Presentation skills

Communication skills

Interpersonal skills

Coaching/training

Education

Degree or Diploma

Job description

HSBC Singapore is seeking a Premier Insurance Specialist to support wealth clients with high net-worth insurance solutions and cross-sell opportunities.

The role involves coaching Relationship Managers, delivering technical insurance input in client meetings, and ensuring compliant, fair outcomes across markets. Applicants should have an accredited degree or diploma and strong communication and presentation skills.