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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking a high calibre professional to join our team as a Premier Insurance Specialist.

Requirements

• An accredited Degree/Diploma Holder
• Candidate should have at least 2 years of relevant 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
• Candidate should be mature, confident and possesses strong presentation and pitching skills to hold an effective client conversation with RM
• 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 RM
• Possesses relevant CMFAS papers: M5, M5A, M9, M9A, H

• Conduct Portfolio Reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
• Improve RMs’ product specific technical knowledge by effective on-job coaching and training
• Join RMs 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 RMs, sharing knowledge and encouraging others to do the same
• Liaise between stakeholders and leadership teams on training and leads programs/initiatives
• Provide support to RMs 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 at least 2 years of relevant 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
• Candidate should be mature, confident and possesses strong presentation and pitching skills to hold an effective client conversation with RM
• 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 RM
• Possesses relevant CMFAS papers: M5, M5A, M9, M9A, 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. 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.