Insurance Product Expert, HSBC

HSBC

Location:
Malaysia, Malacca

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

In Wealth and Personal Banking (WPB), we serve 41 million customers globally, helping them manage, protect, and grow their wealth. Insurance Product Expert responsibilities include achieving sales performance targets, supporting relationship managers, conducting reviews of client portfolios, recommending solutions based on client needs, organizing branch activities, and providing after-sales services. The role also focuses on fostering an inclusive environment and values performance improvement.

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
Providing financial planning advice to customers in relation to their insurance portfolio
Provide updates via regular sales management meeting with sales leader
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 result 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
Candidates with immediate right to work locally and no relocation needed will be prioritised

What we offer:

Inclusive and accessible work environment
Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 09, 2025

Expiration:
July 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Insurance Product Expert

HSBC

Location:Malaysia, Malacca

Category:Banking

Contract Type:Employment contract