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HSBC

Assistant Vice President, Training & Competency (T&C) - HSBC Life

HSBC

Singapore · 정규직

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Professionals with Training & Competency experience in the financial planning sector and the relevant regulatory certifications listed for the role.
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Role overview

HSBC is seeking an experienced professional to step into the Assistant Vice President, Training & Competency role with HSBC Life in Singapore. This position focuses on maintaining robust training governance, competency assurance, and sales advisory compliance while supporting business growth in a regulated financial services environment.

Key responsibilities

  • Own the full Training & Competency delivery process from end to end.
  • Coordinate annual competency assessments and carry out ongoing competency reviews.
  • Check and validate educational credentials.
  • Oversee mandatory learning and continuing professional development obligations, ensuring they remain aligned with applicable rules and regulations.
  • Deliver training related to Training & Competency as well as supervisory duties.
  • Refresh and maintain the Rules & Regulations and Ethics learning content for core CPD accreditation.
  • Handle questions and follow-ups from internal and external stakeholders, including audit, compliance, risk, and regulators.
  • Work with Compliance, Risk & Governance, and Channels teams to identify performance or conduct issues surfaced through customer complaints, BSC insights, and mystery shopping findings, and help close those gaps.
  • Maintain sales advisory standards, including updates to the sales manual, and support the rollout of sales advisory systems that embed compliance standards while enabling commercial growth.
  • Prepare and compile data for reporting and management updates.

Candidate profile

  • Proven experience in Training & Competency within the financial planning sector.
  • Relevant industry certifications such as M5, M9, M9A, HI, M8, or M8A.
  • Strong written and verbal communication ability.
  • Good interpersonal skills and the ability to build effective working relationships with stakeholders.

About HSBC

HSBC positions this role within a workplace focused on meaningful impact, professional growth, and broad career opportunities. The organisation highlights a culture that values employees, encourages continuous development, supports flexible working, and promotes an inclusive and diverse environment.

Additional information

Personal information submitted with employment applications will be handled according to the bank’s privacy statement. This opportunity is issued by The Hongkong and Shanghai Banking Corporation Limited.

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