What Jobs are available for D O Insurance in Malaysia?

Insurance Product Expert, Kuching
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Kuching, 13, MY, 93100
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Kuantan
Brand: HSBC
Area of Interest:
Location:
Kuantan, 06, MY, 25000
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Ipoh
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Ipoh, 08, MY, 3000
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Malacca
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Malacca, 04, MY, 75300
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

**About the Role:**
**Grade Level (for internal use):**
11
**The Role:** Insurance Senior Risk Analyst
**The Team** : The Business Risk Management team is responsible for managing various insurance policies to protect S&P Global against fortuitous risks. Within the team, there is a great deal of collaboration as members collectively participate in major insurance renewals and projects.
**Responsibilities:**
+ Assist with the renewals of S&P Global's Property, Casualty, Umbrella Liability, Errors & Omissions Liability, Directors & Officers Liability, Fiduciary Liability and Cyber-risk renewals. This involves compiling underwriting data, participating in strategy discussions, reviewing quotes, binders and policies and monitoring payment of invoices.
+ Assist with E&O, Cyber and Fiduciary claims which includes legal expense and reimbursement tracking, and liaising with Legal and outside counsel on insurer requests
+ Assist with Casualty claims: Manage TPA and WTW's work in the reporting and settlement of Workers Compensation, Automobile Liability and General Liability claims. Liaise with our HR, Payroll and Real Estate to obtain relevant data related to the claims
+ Manage/coordinate Certificate of Insurance and auto ID requests/issuance
+ Maintain department records such as policy record, loss reserve balance, invoice log
+ Recommend insurance requirements in vendor and client contracts
+ Assist with the integration of acquired entities into S&P Global's insurance programs
+ Provide data for the insurer's audit of our Casualty program and Casualty actuarial loss review
+ Coordinate with Real Estate and insurers on property loss control visits and monitor responses to insurer recommendations
**Qualifications:**
+ Bachelor's Degree required
+ At least 4 years of risk management, underwriting or brokerage experience
+ ARM or CPCU designation a plus
+ Must be organized, team contributor and customer-focused to foster working relationships with others
+ Strong interest in learning and developing skills
+ Knowledge of Word, Excel and Powerpoint
+ Hybrid: 2 days/week RTO
+ Must be willing to work in EMEA hours
#LI-CBS
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), FINANC202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Gurgaon, Haryana, India

Insurance Product Expert, Subang Jaya
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Kota Kinabalu
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Kota Kinabalu, 12, MY, 88000
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Petaling Jaya
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Petaling Jaya, 10, MY, 46200
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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

Insurance Product Expert, Sentul Point
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Kuala Lumpur, Federal Territory of Kuala Lumpur, MY, 55188
Work style: Office Worker
Date: 22 Oct 2025
Some careers open more doors than others.
If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.
At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an ambitious individual to join in the role of Insurance Product Expert.
Principal Responsibilities:
a) Meeting of KPIs
+ Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
+ Drive productivity, participation, revenue, and sales quality.
b) Sales Activities & Management
+ Support Relationship Managers and Branch Leaders to improve customer satisfaction.
+ Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
+ Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
+ Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
c) After Sales Service
+ Assist customers with after-sales needs including claims, policy changes, and general support.
Requirements:
+ Strong result-driven mindset with interest in product sales and advisory.
+ Minimum 7 years of relevant experience in financial services, especially in bancassurance and life insurance sales, ideally within a banking environment.
+ Excellent communication and people skills.
+ Minimum SPM qualification with 5 credits.
+ Must hold PCE, CEILI, and TBE licenses.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
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