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Insurance Product Expert

https://www.hsbc.com Logo

HSBC

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Location:
Malaysia, Ipoh

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

Job Responsibility:

  • Meeting of KPIs
  • Meet sales target for Bancassurance in Premier and Premier Elite customer segments
  • Drive productivity, participation, revenue, and sales quality
  • Support Relationship Managers and Branch Leaders to improve customer satisfaction
  • Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile
  • Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge
  • Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers
  • Assist customers with after-sales needs including claims, policy changes, and general support

Requirements:

  • Strong result-driven mindset with interest in product sales and advisory
  • Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment
  • Excellent communication and people skills
  • Minimum SPM qualification with 5 credits
  • Must hold PCE, CEILI, and TBE licenses
What we offer:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 01, 2025

Expiration:
August 15, 2025

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