We are currently seeking a high calibre professional to join our team as a
Premier Insurance Specialist.
In This Role You Will
- Conduct Portfolio Reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
- Improve RMs product specific technical knowledge by effective on-job coaching and training
- Join RMs 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 RMs, sharing knowledge and encouraging others to do the same
- Liaise between stakeholders and leadership teams on training and leads programs/initiatives
- Provide support to RMs 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
To Be Successful You Will Need
- An accredited Degree/Diploma Holder
- Candidate should have advance experience relevant as Insurance/Bancassurance Specialist experience, especially in high net-worth products such as Universal Life and have strong knowledge of the investment climate to provide sound advice in wealth accumulation, legacy planning and premium financing
- Candidate should be mature, confident and possesses strong presentation and pitching skills to hold an effective client conversation with RM
- Excellent communication and interpersonal skills with the ability to work collaboratively across the various team members and internal stakeholders
- Have strong passion in training and coaching of insurance products, concept and sales with RM
- Possesses relevant CMFAS papers: M5, M5A, M8, M8A, M9, M9A, HI
Opening up a world of opportunity
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
