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.