Senior Associate, Business Support

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

We are currently seeking a high caliber 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.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!