Premier Insurance Specialist

Overview
Description
Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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.
We are currently seeking a high calibre professional to join our team as a
Premier Insurance Specialist .
Principal Responsibilities
In this role you will:
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
Qualifications
To be successful you will need:
An accredited Degree/Diploma Holder
You should have an advanced 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
You should be mature, confident and possess 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
Have 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
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. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.
Opening up a world of opportunity 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