Assistant Manager, Wealth Operations
HSBC
Philippines
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2-3 yearsSkills: ["Communication","Interpersonal skills","Customer focus","Service orientation","Team player"]Implement the sales fulfillment process for insurance propositions handled by the Branch Referral and Non-Branch sales teams. Pre-underwrite applications, administer insurance documentation, and run the end-to-end insurance process including MI reporting and maintaining client databases. Drive high customer service standards, support client retention and renewal persistency targets (90–100%), and ensure compliance with HSBC workflow, internal controls, and Code of Conduct, while leading continuous process improvements and training.
