Wealth Insurance Advisor & Training Leader

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

Job summary

A leading global bank in Singapore is seeking a Premier Insurance Specialist to support Relationship Managers and provide expertise in high net-worth products. The ideal candidate will have advanced experience in insurance, strong presentation skills, and be passionate about training and coaching. This role involves conducting portfolio reviews, providing technical guidance, and facilitating client conversations. Join a team dedicated to fostering professional development and inclusive growth.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Advanced experience in high net-worth products like Universal Life.
• Strong knowledge of the investment climate for wealth management.
• Ability to conduct effective client conversations with Relationship Managers.

Responsibilities

• Conduct Portfolio Reviews and assess product suitability.
• Coach Relationship Managers on product knowledge.
• Meet clients and provide technical advice.
• Identify market competitive gaps and opportunities.
• Deliver fair outcomes to clients in Singapore.

Skills

Insurance/Bancassurance Specialist experience

Presentation and pitching skills

Communication and interpersonal skills

Training and coaching

Education

Accredited Degree/Diploma

Job description

A leading global bank in Singapore is seeking a Premier Insurance Specialist to support Relationship Managers and provide expertise in high net-worth products. The ideal candidate will have advanced experience in insurance, strong presentation skills, and be passionate about training and coaching. This role involves conducting portfolio reviews, providing technical guidance, and facilitating client conversations. Join a team dedicated to fostering professional development and inclusive growth.