Senior Associate, Business Support

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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