Senior Premier Insurance & Wealth Advisor

HSBC Holdings plc; Singapore; Sur place; SGD 70 000 - 110 000; Plein temps

Résumé du poste

HSBC Holdings plc in Singapore seeks a Premier Insurance Specialist to conduct portfolio reviews with Relationship Managers, assess product suitability for high-net-worth clients, and provide technical input on Universal Life and bancassurance products. The role requires an accredited degree or diploma, strong presentation and coaching skills, and the ability to collaborate across teams.

You will train colleagues, share market insights, support cross-sell opportunities, and uphold compliant,

Qualifications

• High net-worth insurance expertise, Universal Life products
• Strong presentation and pitching abilities
• Experience as Insurance/Bancassurance Specialist
• Accredited Degree/Diploma holder

Responsabilités

• Conduct Portfolio Reviews with Relationship Managers and assess product suitability
• Provide technical guidance on insurance and bancassurance products
• Support Relationship Managers in client meetings and cross-sell opportunities
• Share market intelligence to identify opportunities and challenges with stakeholders
• Deliver training and coaching to colleagues on insurance products and sales approaches
• Maintain compliant, transparent operations in wealth management

Connaissances

Insurance knowledge

Presentation skills

Coaching/training

Wealth management knowledge

Formation

Degree or Diploma

Description du poste

HSBC Holdings plc in Singapore seeks a Premier Insurance Specialist to conduct portfolio reviews with Relationship Managers, assess product suitability for high-net-worth clients, and provide technical input on Universal Life and bancassurance products. The role requires an accredited degree or diploma, strong presentation and coaching skills, and the ability to collaborate across teams.

You will train colleagues, share market insights, support cross-sell opportunities, and uphold compliant,