Insurance Specialist null

About HSBC

HSBC opens up a world of opportunity for its customers, investors, itself, and the planet. HSBC is a financial services organization that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Its network covers 63 countries and territories, and HSBC is here to use its unique expertise, capabilities, breadth, and perspectives to open up a world of opportunity for its customers.

Your role

HSBC is currently seeking an ambitious individual to join its Wealth and Personal Banking team in the role of Insurance Specialist working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities:

The role is a branch-based customer-facing role, primarily focusing on generating revenue by meeting customer insurance needs where required. Client focus and a broad understanding of the fundamentals of financial planning and insurance products are essential and critical for the role. The role holder has a responsibility to acquire, cross-sell and retain a protection portfolio of the customers, working with the broader branch and business team to ensure the achievement of the business performance measures and plan (as defined by WPB).

The role holder is accountable for the performance of his/her portfolio and needs to ensure it is effectively run managing the Target Operating Model (TOM) as defined by Group. Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving WPB business objectives whilst providing the highest quality service.

Understanding and adhering to local and global compliance requirements are very critical. In delivering the business objectives the role holder must also maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.

Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes:

• Delivering excellent service.
• Supporting the branch network.
• Engaging and discovering customer insurance needs.
• Deepening customer relationships with the bank by providing insurance solutions that meet customer needs.
• Assisting line manager to uplift teammates’ selling skills and facilitating daily management tasks when needed.
• Protecting the bank - through vigilance against fraud, knowing your customer, adhering to regulations and policies, and minimizing operational risk.

Training, development & rotations

HSBC empowers its people to learn with and from each other, its customers, and its partners.

HSBC encourages collaboration, the pursuit of new skills, and diverse thinking through its extensive training and mentoring programs. It uses its collective capacity to innovate and find new opportunities to shape the future both inside the organization and in wider society.

As technology advances, human skills will continue to be crucial. HSBC supports its people to build the personal skills that form the foundation to develop new skills across digital, data, and sustainability. New trends, technologies, and sustainable practices are changing the way people live and work. Adopting a mindset of continuous learning will enable it to be ready for what’s next.

From HSBC University, you will be able to access a comprehensive set of tools and learning materials based on your specific role and business area, as well as courses that help you develop communication, leadership, and presentation skills. You will be expected to complete some learning activities based on local regulatory requirements or the nature of your role, but you can also choose courses that are linked to your interests or support your personal development.

You will have access to a mixture of formal and informal development opportunities, including on-the-job coaching and mentoring in addition to instructor-led workshops and e-learning.

Compensation & benefits

Compensation for Insurance Specialist range from 34500 MYR per year to 43600 MYR per year approximately with other benefits:

• Fixed pay
• Annual leave
• A range of benefits, which may cover areas such as work-life balance, insurance and savings, health, and personal development
• Employee share plans and discretionary pay awards based on performance
• Flexible working

Career progression

Employees at HSBC receive a wide range of support to help them improve their skills and achieve their career goals. HSBC recognizes that the talent and diversity of its people are the foundation of its success, so they are committed to helping you develop your personal and professional skills to bring out your strengths.

Your manager will help you to identify potential opportunities and the capabilities you will need to be effective in your role. As part of the HSBC performance review process, they will work with you to set clear career development goals and provide feedback and support to assist you in achieving them. At the same time, you will be encouraged to take responsibility for driving your personal development.

You will be able to develop your professional networks with clients and colleagues around the world. You may also have the opportunity to develop your skills and gain experience in another country through one of their international assignments, which typically range in length from three months to three years. HSBC’s International Management Programme offers highly talented employees the chance to pursue an internationally mobile career in a variety of roles and locations.

Work life balance

As part of HSBC’s commitment to an open, supportive, and inclusive working environment, it recognizes that employees have different personal circumstances and want a suitable work-life balance. It supports the staff to adopt flexible and alternative ways of working where possible, including working from home and different hours.  Thus HSBC has embraced hybrid working across its teams, providing flexibility around where, when, and how work gets done.

Company culture  

HSBC’s purpose is to open up a world of opportunity. That means celebrating differences and building a culture where everyone feels included, valued, and respected.

It believes everyone should have the freedom to be themselves at work and it encourages colleagues to be active allies and to speak up if they have concerns. HSBC works with its global employee networks to create an environment where everyone feels included and supported.

Creating active allyship

Provide employees with training on allyship and unconscious bias.

Encourage its colleagues to:

• Be visible and lead by example
• Educate themselves
• Challenge unconscious bias
• Get involved

About you

The requirements for the position are as follows :

• Influencing and client-oriented communication skills.
• Excellent relationship management skills.
• Customer-driven with a strong focus on the quality of service.
• Professional and regulatory qualifications as required by the market.
• Understanding of Group Wealth Strategy and the ability to plan own activities accordingly.
• Ambitious about providing the highest standards of delivery to colleagues and customers.
• Ambition of reaching goals for self and ability to deliver these with courage and tenacity.
• Making considered decisions that protect HSBC and the business.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized.

How to apply

To apply for the job just click the Apply on employer site button below and submit your resume and credentials.

Recruitment process :

HSBC Online Assessment – Aptitude Tests

HSBC aptitude tests will include:

• HSBC Situational Judgement Test:  examines you your main characteristics and your skills in dealing with unknown life situations you are likely to encounter when working for HSBC. You will need to use your common sense to identify the most desirable courses of action.
• HSBC inductive reasoning test: often referred to as a diagrammatic or logical reasoning test, will expose you to 5 diagrams with varying shapes and ask you to identify the right pattern and indicate what comes next in the sequence.

HSBC First-round Interview

The next stage of the recruitment process is a first-round job interview which will usually take the form of an HSBC telephone interview. You will be assessed on your compatibility with bank values and your general skills and motivations.

HSBC Assessment Centre/Super Day

The last stage of the HSBC recruitment process is either a half-day Assessment Centre or Super Day, in which you will be assessed by senior members of the relevant business areas across a variety of exercises, and both motivational and business interviews which may take the form of:

• HSBC Group Exercise
• HSBC Written Exercise

Sources

https://www.glassdoor.co.in/Overview/Working-at-HSBC-EI_IE3482.11,15.htm