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), 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:

Conduct Portfolio Reviews with Relationship Managers, assess product suitability and market and regulatory change impact to products held by clients as appropriate, 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, especially in high net-worth products such as Universal Life and 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 an effective client conversation with Relationship Managers
excellent communication and interpersonal skills with the ability to work collaboratively across the various team members and internal stakeholders
strong passion in training and coaching of insurance products, concept, and sales with Relationship Managers
possess relevant CMFAS accreditation and RNF licensed

What we offer:

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

Additional Information:

Job Posted:
September 11, 2025

Expiration:
October 11, 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