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Insurance Product Expert

https://www.hsbc.com Logo

HSBC

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Location:
Malaysia, Kota Kinabalu

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs. We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Insurance Product Expert working together with colleagues to define, manage and achieve divisional business targets.

Job Responsibility:

  • To achieve the desired Relationship Manager and Branch sales performance targets
  • To achieve wealth insurance revenue aspiration
  • To achieve the target product mix for PERML
  • To achieve overall participation, productivity, conversion ratio, profitability and quality sales by individual Relationship Manager and Branch
  • Performing professional support to Relationship Manager and Branch Leaders satisfaction
  • Conducting reviews of Relationship Managers' client portfolios to identify any solution gaps and concentration risk
  • Supporting Relationship Managers in client meetings, by explaining complex solutions related to their specialist areas and how they meet client's needs
  • Identifying coaching opportunities for performance improvement
  • Keeping Relationship Managers abreast of new product launches, improving product specific technical knowledge and their understanding of market outlook and trends
  • Recommending solutions to meet clients' needs and their risk profile
  • Provide financial planning advice to customers in relation to their insurance portfolio
  • Organising branch activities i.e customer event in regional/branch level
  • Responsible on overall insurance business of Relationship Manager and Branch
  • Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.

Requirements:

  • Candidate must possess at least a Bachelor’s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent
  • Highly results oriented and keen interest in product support position
  • With min 3 years of relevant working experience in financial service industry with sales experience in Bancassurance and life insurance protection product preferrably in a banking environment
  • Good communication and interpersonal skills.
What we offer:
  • Opportunities for career growth
  • Inclusive and diverse work environment
  • Professional development and training.

Additional Information:

Job Posted:
April 24, 2025

Expiration:
May 23, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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