Job Description

Job description

Some careers open more doors than others.

If you\xe2\x80\x99re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction.

We are currently seeking a high calibre professional to join our team as a Bancassurance Specialist.

Principal Responsibilities

• Conduct Portfolio Reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
• Improve PRMs\xe2\x80\x99 product specific technical knowledge by effective on-job coaching and training
• Join PRMs 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
• Conduct insurance sales training and encourage insurance sales activities of PRMs, sharing knowledge and encouraging others to do the same
• Liaise between stakeholders and leadership teams on training and leads programs/initiatives
• Provide support to PRMs 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 2 to 5 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 PRM
• 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 PRM
• 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.

You\xe2\x80\x99ll achieve more when you join HSBC.
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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