Assistant Manager, Wealth Operations

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2-3 yearsSkills: ["Communication","Interpersonal skills","Customer focus","Service orientation","Teamwork"]

Implement the end-to-end sales fulfillment process for insurance propositions, including pre-underwriting document preparation, underwriting handoffs, policy placement and delivery, and ongoing maintenance of client data. Produce and analyze MI reports to support the Branch Referral and Non-Branch sales channels while ensuring database integrity. Lead operational initiatives to improve procedures and compliance with HSBC workflow, service standards, and the Code of Conduct.

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FursaFursa
HSBC
HSBC
18 hours ago

Assistant Manager, Wealth Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Implement the end-to-end sales fulfillment process for insurance propositions, including pre-underwriting document preparation, underwriting handoffs, policy placement and delivery, and ongoing maintenance of client data. Produce and analyze MI reports to support the Branch Referral and Non-Branch sales channels while ensuring database integrity. Lead operational initiatives to improve procedures and compliance with HSBC workflow, service standards, and the Code of Conduct.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Implement sales support and sales fulfillment processes for Branch Referral and Non Branch sales teams, including pre-underwriting application/document checks.
  • •Administer insurance documentation such as policies, endorsements, cover notes, claims processes, renewal notices, and invoicing.
  • •Handle sales channel insurance end-to-end process including MI reporting and maintaining client database integrity.
  • •Establish and maintain high customer service standards and support client retention and renewal persistency targets.
  • •Maintain operational effectiveness by reviewing procedures, ensuring compliance with HSBC workflow, internal controls, and Code of Conduct.

Key Requirements

  • •2 to 3 years of experience in insurance operations or bank operations.
  • •Preferably strong knowledge of insurance products and underwriting processes.
  • •Proficient in MS Excel and reporting tools.
  • •Experience with MI reporting or data analytics.
  • •Strong communication and interpersonal skills with a customer-focused, service-oriented approach.
Experience:2-3 yearsInsuranceBank operations
Skills:CommunicationInterpersonal skillsCustomer focusService orientationTeamwork
Tech Stack:MS Excel

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn