Insurance Specialist

6 days ago

Singapore HSBC Full time

-Job description

**Some careers have more impact than others.**

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as an **Insurance Specialist.**

**Principal Responsibilities**

The key tasks for this category will include:

- Support RMs in gaining clients' confidence and trust in HSBC’s capabilities and increase the effectiveness and quality of needs-based solutions for High-Net-Worth clients’ insurance needs
- Assist RMs in deepening and growing client relationships through identifying and uncovering clients’ needs, recommending relevant insurance solutions with products’ technical analysis, and presenting and explaining solutions to clients
- Participate in client meetings to value add in the needs-based consultative process to help fulfill clients' financial goals
- Develop client-facing presentations to illustrate insurance concepts, ideas and demonstrate products’ analysis
- Liaise and follow up closely with HSBC Life on underwriting of cases and work with RMs and clients to close all gaps
- Conduct annual reviews with clients, assess market and regulatory changes that may impact products held by clients, where appropriate, and identify additional opportunities to gain clients’ commitment in broadening and deepening their relationship with HSBC
- Be familiar with local and Group compliance regulations, and any other applicable guidelines relevant to insurance advisory and sales
- Uphold professional training standards to meet regulatory requirements; sharpen consultative selling skills and broaden product knowledge beyond HSBC Life and Singapore’s insurance landscape
- Perform regular coaching for RMs individually or on a team basis to enhance specific knowledge or develop skills to better identify opportunities
- Provide advice and inputs to RMs based on technical knowledge while acting as a second point of contact for specific products and solutions
Requirements
- 8 - 10 years+ of insurance or financial advisory experience
- Prior insurance sales advisory experience in handling affluent or High-Net-Worth clients
- Work experience in bancassurance sales within affluent banking or private banking would be a plus
- Possess excellent interpersonal as well as written and verbal communication skills
- Conversant in spoken and written Mandarin
- Strong attention to details
- Self-driven and highly motivated
- CACS Paper 1 and 2 would be an advantage

To be considered for this role, the relevant rights to work in Singapore is required.

**You’ll achieve more when you join HSBC.**

Issued by The Hongkong and Shanghai Banking Corporation Limited.

  • Insurance Specialist

    6 days ago

    Singapore J.S.F Full time

    Key Responsibilities of an Insurance Specialist: Policy Analysis and Risk Assessment: Insurance specialists evaluate insurance applications, analyze risk factors (like age, health, or property details), and determine eligibility and coverage options. Policy Management and Customer Service: They handle policy administration, including processing...

  • Insurance Specialist

    7 hours ago

    Singapore AAS INSURANCE AGENCY PTE. LTD. Full time $40,000 - $60,000 per year

    * Basic Salary & Incentive Scheme* AWS* Medical, Dental & Insurance BenefitsResponsibilities:To handle counter, email and telephone enquiries for all classes of general insurance.To provide insurance quotations and process motor insurance applications, renewals, extension, cancellation and issuance of insurance documents for all general insurance products...

  • Insurance Specialist

    6 days ago

    Singapore HAVEND PTE. LTD. Full time

    **Job Description Havend is a new startup specializing in insurance planning, with a rich heritage of providing professsional financial advice, where clients’ interest comes first. We are looking are self-driven and passionate individuals to join us as a salaried Insurance Specialist to revolutionalise how insurance is given in Singapore. As an Insurance...

  • Insurance Specialist

    2 weeks ago

    Singapore Noah Holdings Singapore Pte Ltd Full time

    Position: Insurance Specialist Location: Singapore **Scope of Responsibilities**: - Providing sound insurance planning and financial advisory services - Providing a personalized wealth planning experience for HNW - Focuing on insurance sales **Skills & Qualifications**: - A degree in any discipline - Preferably 3 years or more experience in financial...

  • Life Insurance Consultant

    2 weeks ago

    Singapore Shriram life insurance company limited Full time

    Overview As an insurance specialist, you will be responsible for providing expert advice and support to clients regarding insurance policies. Your role will involve assessing client needs, recommending suitable insurance products, and assisting with policy management, claims, and compliance. Your responsibilities may vary from handling administrative tasks...

  • Policy Admin Specialist

    6 days ago

    Singapore Zurich Insurance Full time

    **Job Title**:Policy Admin Specialist **Location**:Singapore **The Opportunity**: As a Policy Admin Specialist, you will carry out policy administration for Commercial Insurance business with high levels of quality and efficient outputs, including other admin work. The role will involve working very closely with the Underwriting team to ensure smooth...

  • General Insurance Specialist

    6 days ago

    Singapore UOB Full time

    Overview Join to apply for the General Insurance Specialist role at UOB . Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. About UOB United Overseas

  • Senior Underwriter

    12 hours ago

    Singapore QBE Insurance Full time

    Primary Details Time Type: Full time Worker Type: Employee Contribute to the development and implementation of channel strategic plans and motivate and develop the team by demonstrating good leadership behaviors and management best practice so as to support the achievement of business goals. Provide senior technical and specialist product expertise to...

  • Premier Insurance Specialist

    2 weeks ago

    Singapore Ambition Full time

    Our client, a leading foreign bank is looking for experience premier Insurance Specialist to join their expanding team. **Key Responsibilities: -** - You will provide advisory services on Universal Life and other suitable Premier Bancassurance products. - You will be working closely together with a team of Relationship Managers on joint client meetings and...

  • Insurance Specialist, Private Bank

    2 weeks ago

    Singapore Perennial HR Full time $80,000 - $150,000 per year

    Insurance Specialist Our client, a leading international private bank, is seeking an Insurance Specialist to join its Wealth Planning team. This role focuses on supporting and expanding the life insurance business in Asia by partnering with Relationship Managers and external brokers to deliver high-net-worth insurance solutions. Key Responsibilities ...