Associate director, premier insurance specialist

1 month ago

Singapore HSBC Full time

Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation. We are currently seeking a high calibre professional to join our team as an Associate Director, Premier Insurance Specialist. Responsibilities Support newly on boarded PWMs, helping them with insurance fact finds, establishing the insurance needs of customers in areas of protection, wealth accumulations, retirement needs, and education needs (PERM needs) Conduct coaching sessions with PWMs and PRMs to improve insurance soft skillsets and insurance knowledge Conduct Portfolio Reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks Conduct joint appointments with PRMs, helping customers to have knowledge on legacy planning Improve PWM and PRMs’ product specific technical knowledge by effective on-job coaching and training Join PRMs 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 Conduct insurance sales training and encourage insurance sales activities of PWMs and PRMs, sharing knowledge and encouraging others to do the same Liaise between stakeholders and leadership teams on training and leads programs/initiatives Provide support to PWMs and PRMs 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 Candidate should have 2 to 5 years of relevant insurance sales 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 PRM 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 PRM Possesses relevant CMFAS papers: M5, M5 A, M9, M9 A, HI To be considered for this role, the relevant rights to work in Singapore is required. The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. You’ll achieve more at HSBC. Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above. 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. #J-18808-Ljbffr

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