Manager, Policy Servicing - HSBC Life

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as a Manager, Policy Servicing.

In this role you will:

• Perform operations and administrative duties of the department, including processing customer requests and coaching to the processing team, perform report checking, and attending to emails / internal enquiries within the agreed turnaround time


• Ensure smooth operation of Policy Servicing processes, full compliance with regulatory requirements and adherence to agreed service levels


• Assist with Customer Due Diligence (CDD) activities such as client reviews and correspondence to customer for review requirements


• Maintain process control and continuous improvement (perform QC, provide feedback/training, reduce errors, and keep SOPs up to date).


• Manage CRS/FATCA/UK regulatory obligations (maintain customer tax attributes, issue regulatory letters on time, and support annual reporting to IRAS).


• Support CDD/KYC execution (client reviews, customer correspondence/RFI letters, name screening checks, and information support to the KYC team).


• Perform Quality Checks on Policy Servicing transactions and pro


• vide feedback/training to continuously improve processes, work quality and reduce error rates


• Prepare and maintain department Standard Operating Procedures


• Coordinate and support ad hoc activities including customer communications and perform user testing when needed

To be successful you will need:

• Diploma / Bachelor’s Degree in Insurance, Business or equivalent professional qualifications


• Relevant experience in operations / administrative work


• Good time management, task and result-oriented. Able to perform duties with accuracy and deliver quality work within Service Level Agreements


• Proactive, strong team spirit and keen to learn with positive work attitude 


• Good interpersonal and customer service skills


• Good written and oral skills

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria”. 

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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