Job Description

Job description The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we\'re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have. Some careers open more doors than others. If you\'re 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. 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 for 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 an experienced professional to join this team in the role of Insurance Specialist Manager. Principal Responsibilities: Meeting of KPIs To achieve the desired sales performance targets set To achieve the target product mix for PERML. To achieve overall productivity, conversion ratio, profitability and quality sales Sales Activities & Management Performing professional support to Relationship Manager and Branch Leaders satisfaction Conducting reviews of Relationship Managers\' client portfolios to identify any solution gaps and concentration risk. Supporting Relationship Managers in client meetings, by explaining complex solutions related to their specialist areas and how they meet client\'s needs. Also identifying coaching opportunities for performance improvement. Keeping Relationship Managers abreast of new product launches, improving their product specific technical knowledge and their understanding of market outlook and trends. Recommending solutions to meet clients\' needs and their risk profile. This looks at the risk level of products held, against the risk profile of clients in Relationship Managers\' portfolios. The values which are expected to be demonstrated at all times, that is to be Open, Connected, Dependable and act with Courageous Integrity at all times Provide financial planning advice to customers in relation to their insurance portfolio Provide updates via regular sales management meeting with sales leader Provides after sales service & guidance to customers such as minor claims process, policy changes, etc. Organising customer event in regional/branch level. After Sales Service Provides after sales service & guidance to customers such as minor claims process, policy changes, etc. Requirements Highly results oriented and keen interest in product support postion. With min 3 years of relevant working experience in financial service industry with sales experience in Bancassurance and life insurance protection product preferrably in a banking environment. Good communication and interpersonal skills. Candidate must possess at least a Bachelor\'s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent. Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritised. You\'ll achieve more when you join HSBC 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 HSBC Bank Malaysia Berhad

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