Premier Insurance Specialist, HSBC

HSBC

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Within International Wealth and Premier Banking (IWPB), HSBC serves 41 million customers globally by providing day-to-day finances management, wealth protection, growth solutions, and borderless banking through exceptional people and mobile-first capabilities. The Premier Insurance Specialist role involves supporting Relationship Managers, improving technical knowledge, conducting portfolio reviews, and ensuring compliance while identifying risks and support opportunities.

Job Responsibility:

Conduct Portfolio Reviews with Relationship Managers, assess product suitability and market and regulatory change impact to products held by clients
identify opportunities and manage risks
improve Relationship Managers’ product specific technical knowledge by effective on-job coaching and training
join Relationship Managers' in meeting clients and providing technical advice and input based on technical knowledge
collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders
provide technical guidance and support to Relationship Managers, sharing knowledge and encouraging others to do the same
liaise between stakeholders and leadership teams on training and leads programs/initiatives
provide support to Relationship Managers on increasing and capturing cross sell opportunities
deliver fair outcomes to HSBC Singapore clients and ensure own conduct maintains the orderly and transparent operations of financial markets

Requirements:

An accredited Degree/Diploma Holder
advance experience relevant as Insurance/Bancassurance Specialist experience in high net-worth products such as Universal Life
strong knowledge of the investment climate to provide sound advice in wealth accumulation, legacy planning, and premium financing
mature, confident and possesses strong presentation and pitching skills to hold effective client conversation with Relationship Managers
excellent communication and interpersonal skills
ability to work collaboratively across team members and internal stakeholders
strong passion in training and coaching of insurance products, concept, and sales with Relationship Managers
possesses relevant CMFAS papers: M5, M5A, M8, M8A, M9, M9A, HI

What we offer:

Continuous professional development
flexible working
opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
October 02, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Insurance Specialist

HSBC

Location:Singapore, Singapore

Category:Banking

Contract Type:Employment contract