Offers “HSBC”

30 days agoHSBC

Associate, Customer Service - HSBC Insurance

  • Sales

Job description

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.

HSBC Insurance provides a comprehensive range of life products and services to suit the every possible need of our personal, commercial, corporate, institutional and private banking customers, including catering to specialty markets through products such as Universal Life, for high net-worth customers. As a leader in traditional life insurance, investment-linked savings plans and personal lines of insurance for individuals and their families, the business serves a diverse client portfolio through a wide network of banking, consumer finance and insurance subsidiaries throughout the Asia-Pacific region.

We are currently seeking a high caliber professional to join our team as a Associate, Customer Service .

Principal responsibilities

To ensure that walk in customers are given proper advice in accordance with the group standards and regulatory requirements.

Responsible for doing proper fact find and customer knowledge assessment for walk in policyholders

Ensure that walk in or orphan policyholders are serviced promptly and attentively

Distribution of Direct Purchase Insurance in accordance with FAAN 19.

Take personal responsibility and be vigilant against financial crimes when carrying out duties and responsibilities. Know all relevant FCC policies and procedures, and know when to escalate concerns or unusual activities.

Ideal candidate profile

Qualifications :


Must be familiar with the historical and still selling products of HSBC Insurance

Required to be RNF certified

Must pass CMFAS papers such as HI, M5, M9 and M9A

Must be familiar with the fact find process and Customer Knowledge Assessment

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.