143 Insurance Expert jobs in Malaysia

Some careers grow faster 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.

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.

In International Wealth and Premier Banking, 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 look after their day-to-day finances and manage, protect, and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks, and guidance to markets, ensuring all customer journeys, products, and services are sustainable, inclusive, and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion for International Wealth and Premier Banking.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Insurance Product Expert .

Principal Responsibilities:

1. Meeting of KPIs

• To achieve the desired Relationship Manager and Branch sales performance targets
• To achieve wealth insurance revenue aspiration
• To achieve the target product mix for PERML
• To achieve overall participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Manager and Branch

1. Sales Activities & Management

• Providing professional support to Relationship Managers and Branch Leaders satisfaction
• Conducting reviews of Relationship Managers' client portfolios to identify solution gaps and concentration risk
• Supporting Relationship Managers in client meetings by explaining complex solutions related to their specialist areas and how they meet clients' needs; also identifying coaching opportunities for performance improvement
• Keeping Relationship Managers informed of new product launches, improving product-specific technical knowledge, and understanding market outlook and trends
• Recommending solutions to meet clients' needs and risk profiles, considering the risk level of products held against clients' risk profiles
• Demonstrating core values: being Open, Connected, Dependable, and acting with Courageous Integrity at all times
• Providing financial planning advice related to clients' insurance portfolios
• Providing updates via regular sales management meetings with sales leaders
• Organizing branch activities, such as customer events at regional/branch levels
• Managing the overall insurance business of Relationship Managers and Branches

1. After Sales Service

• Providing after-sales service and guidance to customers, such as minor claims processes and policy changes

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GCB 5

Some careers grow faster 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.

At HSBC, our purpose is opening up a world of opportunity. 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.

In International Wealth and Premier Banking, 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 look after their day-to-day finances and manage, protect, and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks, and guidance to markets, ensuring all customer journeys, products, and services are sustainable, inclusive, and built with customers at the heart. Retail Banking encompasses the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion for International Wealth and Premier Banking.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Insurance Product Expert.

Principal Responsibilities:

1. Meeting of KPIs

• Achieve Relationship Manager and Branch sales performance targets.
• Achieve wealth insurance revenue goals.
• Meet target product mix for PERML.
• Ensure overall participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Managers and Branches.

Sales Activities & Management

• Support Relationship Managers and Branch Leaders to ensure satisfaction.
• Review Relationship Managers' client portfolios to identify gaps and risks.
• Assist Relationship Managers in client meetings, explaining complex solutions and identifying coaching opportunities.
• Keep Relationship Managers updated on new product launches, market outlook, and trends.
• Recommend solutions tailored to clients’ needs and risk profiles.
• Demonstrate core values: Openness, Connectivity, Dependability, and Courageous Integrity.
• Provide financial planning advice related to insurance portfolios.
• Update sales leadership regularly on progress.
• Organize branch activities, such as customer events.
• Oversee the insurance business for Relationship Managers and Branches.

After Sales Service

• Provide guidance on claims, policy changes, and after-sales support.

Requirements

• Bachelor's Degree or equivalent in Business Studies, Management, Marketing, or related fields.
• Results-oriented with keen interest in product support roles.
• At least 3 years of relevant experience in financial services, especially in bancassurance and life insurance, preferably in banking.
• Good communication and interpersonal skills.

Note: Candidates with immediate right to work locally and no need for relocation will be prioritized due to urgent hiring needs.

Visit to explore more opportunities.

HSBC is dedicated to fostering an inclusive environment where all employees are valued, respected, and heard. We support continuous professional development, flexible work arrangements, and growth opportunities within a diverse workplace. Personal data collected during applications will be handled in accordance with our Privacy Statement, available on our website.

Issued by HSBC Bank Malaysia Berhad

#J-18808-Ljbffr

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. 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 manage their finances and grow their wealth. Our international network and expertise enable us to deliver HSBC’s purpose of opening up a world of opportunity through borderless banking and wealth management, using mobile-first capabilities and exceptional people. Our key areas include Retail Banking and Wealth Management, Asset Management, Private Banking, and Insurance.

We are currently seeking an ambitious individual to join us in the role of Insurance Product Expert .

Principal Responsibilities:

a) Meeting of KPIs

• Meet sales targets 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 related to insurance and risk profiles.
• Identify coaching opportunities through joint appointments, and keep Relationship Managers updated on new products, market trends, and technical knowledge.
• Plan and organize customer events at the branch or regional level, and serve as a speaker during these 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.

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Join to apply for the Insurance Product Expert, Kuantan role at HSBC Recruitment

1 day ago Be among the first 25 applicants

Join to apply for the Insurance Product Expert, Kuantan role at HSBC Recruitment

Some careers grow faster 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.

Job Description

Some careers grow faster 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.

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.

In International Wealth and Premier Banking 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 look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability and Inclusion for International Wealth and Premier Banking.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Insurance Product Expert.

Principal Responsibilities:

• Meeting of KPIs
• To achieve the desired Relationship Manager and Branch sales performance targets
• To achieve wealth insurance revenue aspiration.
• To achieve the target product mix for PERML.
• To achieve overall participation, productivity, conversion ratio, profitability and quality sales by individual Relationship Manager and Branch.
• 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 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 always demonstrated, 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
• Organising branch activities i.e customer event in regional/branch level.
• Responsible on overall insurance business of Relationship Manager and Branch
• After Sales Service
• Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.
  
  

Requirements

• Candidate must possess at least a Bachelor’s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent.
• Highly results oriented and keen interest in product support position.
• 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.
  
  

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

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

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at HSBC Recruitment by 2x

Get notified about new Product Expert jobs in Kuantan, Pahang, Malaysia .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Some careers grow faster 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.

At HSBC, our purpose is opening up a world of opportunity. 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.

In International Wealth and Premier Banking, 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 manage their finances, protect, and grow their wealth. Retail Banking plays a crucial role in executing the strategy, providing guidance to markets to ensure all customer journeys, products, and services are sustainable, inclusive, and customer-centric. Retail Banking comprises global teams such as Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers, spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert .

Principal Responsibilities:

1. Meeting KPIs

• Achieve Relationship Manager and Branch sales performance targets.
• Meet wealth insurance revenue goals.
• Achieve target product mix for PERML.
• Ensure participation, productivity, conversion, profitability, and quality sales at the individual and branch levels.

Sales Activities & Management

• Support Relationship Managers and Branch Leaders professionally.
• Review client portfolios to identify gaps and risks.
• Assist Relationship Managers in client meetings, explaining complex solutions and identifying coaching opportunities.
• Keep Relationship Managers updated on product launches, market trends, and technical knowledge.
• Recommend solutions aligned with clients' needs and risk profiles.
• Demonstrate core values: Open, Connected, Dependable, and Courageous Integrity.
• Provide financial planning advice related to insurance portfolios.
• Update sales leaders regularly on progress.
• Organize branch activities like customer events.
• Manage overall insurance business for Relationship Managers and branches.

After Sales Service

• Provide after-sales support such as claims processing and policy adjustments.

#J-18808-Ljbffr

Some careers grow faster 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. At HSBC, our purpose is opening up a world of opportunity. 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. In International Wealth and Premier Banking, 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 manage their finances, protect, and grow their wealth. Retail Banking plays a crucial role in executing the strategy, providing guidance to markets to ensure all customer journeys, products, and services are sustainable, inclusive, and customer-centric. Retail Banking comprises global teams such as Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers, spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion. We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as an

Insurance Product Expert . Principal Responsibilities:

Meeting KPIs Achieve Relationship Manager and Branch sales performance targets. Meet wealth insurance revenue goals. Achieve target product mix for PERML. Ensure participation, productivity, conversion, profitability, and quality sales at the individual and branch levels. Sales Activities & Management Support Relationship Managers and Branch Leaders professionally. Review client portfolios to identify gaps and risks. Assist Relationship Managers in client meetings, explaining complex solutions and identifying coaching opportunities. Keep Relationship Managers updated on product launches, market trends, and technical knowledge. Recommend solutions aligned with clients' needs and risk profiles. Demonstrate core values: Open, Connected, Dependable, and Courageous Integrity. Provide financial planning advice related to insurance portfolios. Update sales leaders regularly on progress. Organize branch activities like customer events. Manage overall insurance business for Relationship Managers and branches. After Sales Service Provide after-sales support such as claims processing and policy adjustments.

#J-18808-Ljbffr

Join to apply for the

Insurance Product Expert, Kuantan

role at

HSBC Recruitment 1 day ago Be among the first 25 applicants Join to apply for the

Insurance Product Expert, Kuantan

role at

HSBC Recruitment Some careers grow faster 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. Job Description

Some careers grow faster 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.

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.

In International Wealth and Premier Banking 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 look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability and Inclusion for International Wealth and Premier Banking.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of

Insurance Product Expert.

Principal Responsibilities:

Meeting of KPIs To achieve the desired Relationship Manager and Branch sales performance targets To achieve wealth insurance revenue aspiration. To achieve the target product mix for PERML. To achieve overall participation, productivity, conversion ratio, profitability and quality sales by individual Relationship Manager and Branch. 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 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 always demonstrated, 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 Organising branch activities i.e customer event in regional/branch level. Responsible on overall insurance business of Relationship Manager and Branch After Sales Service Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.

Requirements

Candidate must possess at least a Bachelor’s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent. Highly results oriented and keen interest in product support position. 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.

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 Seniority level

Seniority level Not Applicable Employment type

Employment type Full-time Job function

Job function Sales and Business Development Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at HSBC Recruitment by 2x Get notified about new Product Expert jobs in

Kuantan, Pahang, Malaysia . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

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. 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 manage their finances and grow their wealth. Our international network and expertise enable us to deliver HSBC’s purpose of opening up a world of opportunity through borderless banking and wealth management, using mobile-first capabilities and exceptional people. Our key areas include Retail Banking and Wealth Management, Asset Management, Private Banking, and Insurance. We are currently seeking an ambitious individual to join us in the role of

Insurance Product Expert . Principal Responsibilities: a) Meeting of KPIs Meet sales targets 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 related to insurance and risk profiles. Identify coaching opportunities through joint appointments, and keep Relationship Managers updated on new products, market trends, and technical knowledge. Plan and organize customer events at the branch or regional level, and serve as a speaker during these 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.

#J-18808-Ljbffr

GCB 5 Some careers grow faster 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. 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. In International Wealth and Premier Banking, 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 look after their day-to-day finances and manage, protect, and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks, and guidance to markets, ensuring all customer journeys, products, and services are sustainable, inclusive, and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution, and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability, and Inclusion for International Wealth and Premier Banking. We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of

Insurance Product Expert . Principal Responsibilities:

Meeting of KPIs To achieve the desired Relationship Manager and Branch sales performance targets. To achieve wealth insurance revenue aspirations. To achieve the target product mix for PERML. To achieve overall participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Manager and Branch. Sales Activities & Management Providing professional support to Relationship Managers and Branch Leaders to ensure satisfaction. Conducting reviews of Relationship Managers' client portfolios to identify solution gaps and concentration risks. Supporting Relationship Managers in client meetings by explaining complex solutions related to their specialist areas and how they meet clients' needs, while identifying coaching opportunities for performance improvement. Keeping Relationship Managers updated on new product launches, improving product-specific technical knowledge, and understanding market outlook and trends. Recommending solutions to meet clients' needs and risk profiles, considering the risk level of products held against clients' risk profiles. Demonstrating core values: being Open, Connected, Dependable, and acting with Courageous Integrity at all times. Providing financial planning advice to customers regarding their insurance portfolios. Providing updates via regular sales management meetings with sales leaders. Organizing branch activities, such as customer events at regional/branch levels. Being responsible for the overall insurance business of Relationship Managers and Branches. After Sales Service Providing after-sales service and guidance to customers, such as assistance with minor claims processes and policy changes.

#J-18808-Ljbffr