Insurance Specialist - Singapore - HSBC

HSBC

Verified Company

Singapore

3 weeks ago

Posted by:

Wei Jie

beBee Recruiter

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 needsbased consultative process to help fulfill clients' financial goals
Develop clientfacing 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
years+ of insurance or financial advisory experience

Prior insurance sales advisory experience in handling affluent or High-NetWorth 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
Selfdriven 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.