VUL Development Specialist

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 VUL Development Specialist

In this role you will: 

• Support in establishing end-to-end custody management processes, including custodian onboarding, account opening, investment assets assessment, and due diligence checks.
• Maintain accurate records, reports, and documentation related to VUL new business and ongoing operations.
• Support the simplification and optimization of front-office and operational requirements to improve speed to market.
• Assist in developing and governing key operational materials, including playbooks and Standard Operating Procedures (SOPs), for both new business and ongoing operations.
• Support in training sessions for internal stakeholders on VUL processes, custody protocols, and best practices.
• Ensure all custody and operational activities comply with applicable regulatory requirements and internal policies.

To be successful you will need: 

• Working experience in life insurance, wealth management, custody operations, preferably with exposure to Variable Universal Life (VUL) products.
• Experience in processes enhancement and operational efficiencies.
• Possess basic knowledge on using Bloomberg a plus point.
• Ability to manage multiple stakeholders and projects simultaneously.

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!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.