Insurance Specialist

1 week ago

Singapore HSBC Full time

**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.

  • General Insurance Specialist

    1 week ago

    Singapore Income Insurance Limited Full time

    Join to apply for theGeneral Insurance Specialistrole atIncome Insurance Limited3 days ago Be among the first 25 applicantsJoin to apply for theGeneral Insurance Specialistrole atIncome Insurance LimitedDirect message the job poster from Income Insurance LimitedTalent Attraction Partner - Income Insurance - We're Hiring Feel free to drop me a message to...

  • General Insurance Specialist

    5 days ago

    Singapore Income Insurance Limited Full time

    Join to apply for the General Insurance Specialist role at Income Insurance Limited 3 days ago Be among the first 25 applicants Join to apply for the General Insurance Specialist role at Income Insurance Limited Direct message the job poster from Income Insurance Limited Talent Attraction Partner - Income Insurance - We're Hiring Feel free to drop me a...

  • Insurance Specialist

    1 week ago

    Singapore SPRINGEA PTE. LTD. Full time

    The HIGHEST paying scheme for Insurance Agents / Financial Consultants!! Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it? - Earn up to $5000 basic pay. - Highest Commissions of 50% of what you closed. - Overseas Trip Incentives. - Quarterly Bonus in % of sales! How do the 50% commissions work?...

  • Insurance Specialist

    1 week ago

    Singapore SPRINGEA PTE. LTD. Full time

    The HIGHEST paying scheme for Insurance Agents / Financial ConsultantsHave you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it?- Earn up to $5000 basic pay.- Highest Commissions of 50% of what you closed.- Overseas Trip Incentives.- Quarterly Bonus in % of salesHow do the 50% commissions work? For...

  • Insurance Specialist

    2 weeks ago

    Singapore beBee Careers Full time

    Job Title: Insurance ProfessionalWe are seeking a skilled and customer-focused Insurance Specialist to join our team. As an Insurance Professional, you will be responsible for handling all aspects of general insurance, providing quotations, processing applications, and delivering exceptional customer service.

  • 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...

  • Insurance Specialist

    2 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

    7 days ago

    Singapore PROMISELAND INDEPENDENT PTE. LTD. Full time

    About PromisLand Independent: Established in 1986, PromiseLand Independent has been a pioneer in the financial services industry, consistently providing innovative solutions to help clients achieve their financial goals. With a comprehensive range of products and services including investments, life and general insurance, we are committed to delivering the...

  • Insurance Specialist

    6 days ago

    Singapore PROMISELAND INDEPENDENT PTE. LTD. Full time

    About PromisLand Independent:Established in 1986, PromiseLand Independent has been a pioneer in the financial services industry, consistently providing innovative solutions to help clients achieve their financial goals. With a comprehensive range of products and services including investments, life and general insurance, we are committed to delivering the...

  • Insurance Specialist

    1 week 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...