
Insurance Specialist
1 week ago
**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
2 weeks ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**Insurance Specialist** **Purpose of the Role** An insurance specialist interprets insurance plans. We are searching for a reliable, organized Insurance Specialist to join our organization. An insurance specialist has prior experience in the fundamental skills are building blocks for someone seeking the title of expert. **Benefits / Bonus** - Highest...
-
Life Insurance Consultant
5 days ago
Singapore Shriram life insurance company limited Full timeOverview 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...
-
Insurance Specialist
7 days ago
Singapore Noah Holdings Singapore Pte Ltd Full timePosition: 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...
-
Insurance Specialist
2 weeks ago
Singapore RLO GENERAL INSURANCE AGENCY Full timeAlliance Organisation an agency unit representing AXA Insurance Pte Ltd (Reg. No. 199903512M, a part of HSBC Group) AXA Singapore is now part of HSBC Group If you’re looking for a career where you can make a real impression. join us 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...
-
Insurance Specialist
2 weeks ago
Singapore Hays Full time**Your new company** A leading utility-backed seaborne energy trader specialising in LNG, Coal and Freight with a platform to trade across all key markets (North America, Europe, Middle East, Africa and Asia), where you play a key part as an insurance specialist will support the Head of Legal & Compliance in all insurance matters affecting the Company and to...
-
Insurance Specialist
2 weeks ago
Singapore beBeeStructuredCredit Full timeStructured Credit Insurance Specialist We are seeking a seasoned professional to lead our Structured Credit Insurance team. The ideal candidate will have a proven track record of success in originating and executing complex structured credit insurance transactions, as well as developing and growing a business unit. Transaction Origination: Identify and...
-
General Insurance Specialist
1 week ago
Singapore MoneySmart Group Full timeOverview Join to apply for the General Insurance Specialist role at MoneySmart Group. MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions. Through aggregating and...
-
Insurance Specialist #76246
2 weeks ago
Singapore ANRADUS PTE. LTD. Full timeJob Description Industry/ Organization Type: Towing Service Position Title: Insurance Specialist Working Location: Redhill Working Hours: Monday - Friday (8am to 6pm) Salary Package: Basic Salary up to $3300 + AWS + Incentive Duration: Permanent Role Key Responsibilities Handle counter, email, and phone enquiries for general insurance...
-
Transactional Lead
2 weeks ago
Singapore QBE Insurance Full timePrimary Details Time Type: Full time Worker Type: Employee The purpose of this role is to provide strategic direction for underwriting portfolios in the region, ensuring growth and profitability. This role involves managing a team of underwriters, writing guidelines, underwriting complex new businesses, and offering specialist advice. Additionally, the...
-
General Insurance Specialist
1 week ago
Singapore Achieve Group Full timeJoin to apply for the General Insurance Specialist (Banking)role at Achieve Group 3 days ago Be among the first 25 applicants Join to apply for the General Insurance Specialist (Banking)role at Achieve Group Get AI-powered advice on this job and more exclusive features. Our client is a reputable