Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Here you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank.

Insurance is about people, and the promises they make. At HSBC Life in Singapore we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our combined team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Senior Associate, Business Support.

In this role you will:

• Act as the primary coordinator between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
• Review application forms and supporting documents to ensure completeness and accuracy, and follow up with representatives on missing, incomplete or unclear information to facilitate smooth processing.
• Perform manual pre-submission checks on customer information, including screening against blacklist records and STRs.
• Coordinate and track due diligence screening with offshore teams, including case submission, status tracking and follow-up on outcomes or outstanding requirements.
• Maintain the customer management systems used to record customer, policy and transaction data submitted by representatives.
• Provide manual data inputs, case information and documentation support to internal control functions, including CDD, Sales Quality and Complaint management.
• Ensure timely processing and handling of New Business submissions to third-party providers.
• Liaise with third-party providers to resolve submission queries, processing issues, or documentation requests.
• Access third-party provider portals to download policy documents, sales confirmation and related records.
• Ensure proper filing, naming conventions and storage of sales documentation in line with internal record-keeping and regulatory requirements.
• Track and update the status of new business submissions with third-party providers on a weekly basis.
• Review and streamline workflows where applicable.

To be successful you will need:

• Preferably with experience in insurance operations, policy administration, or business support functions.
• Good understanding of MAS regulations on AML, KYC and CDD requirements.
• Strong coordination, follow-up and stakeholder management skills.
• Ability to manage multiple tasks and take ownership of assigned tasks.
• High attention to detail and accuracy with the ability to meet deadlines.

You’ll achieve more at 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.

Candidates with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Issued by HSBC Life (Singapore) Pte. Ltd.

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