Responsibilities:

• Assist the sales team with sales development & client management and implementation in achieving their business objectives
• Submit/ liaise applications with insurers
• Assist in proper documentation and maintenance of each application
• Familiar with insurance product/ services and banks' credit procedure or Insurer's due diligence procedure
• Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement
• Handle enquiries from internal and external customers
• Participate in internal & external continuous training/ learning programs
• Participate in general improvement of internal process

Requirements:

• Diploma/ Bachelor’s degree or equivalent with at least 3-4 years' experience preferably in a ARM role in the Private Bank / Mass Affluent space or Case Manager in the Insurer or Insurance Broker space.
• Proficient in Microsoft Office
• Performance driven and results focused
• A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

EA License Number: 23C1935 | EA Personnel Number: R1551292

Job Description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Insurance Case Manager (C11), based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

The Insurance Case Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.
• Responsible for supporting internal and external growth initiatives communicated to team.
• Responsible for dissemination of communications.
• Provide support on increasing and capturing cross sell opportunities.
• Increase efficiencies of daily sales and operational activities.
• Responsible for reporting sales results and reasons for successes.
• Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.
• Liaise between sales teams and branches on initiatives.
• Represent sales on the development of strategies and programs to effectively partner with the bank.
• Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.
• Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.
• Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years of relevant experience
• Previous banking experience preferred

Education:

• Bachelor’s/University degree or equivalent experience

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Make an Impact by

• Identify and strike a partnership with the right insurer who is capable of;
• a) Offering strong commercials,
• b) Support the partnership with some committed investment to build capability
• c) Designing product and pricing suitable to Singtel
• d) Building a tech stack to offer strong pre & post purchase journey and
• e) A good customer claims experience
• Work with Analytics, CLM, IT, Customer Success and Customer Value to deliver the desired GWP and Revenue
• Design the right buy flows, claims process and other aspects of customer touch points to drive a good user experience

Skills for Success

• Corporate Agent License
• Worked in the financial services and digital space
• Understanding the Insurance Regulatory framework
• Keen appreciation of analytics and ability to work Advanced Analytics team
• Comfortable to work on business case and product profitability
• Comfortable in managing external and internal stakeholders
• Deep understanding of channels both Digital & Tele-calling

Rewards that Go Beyond

• Flexible work arrangements
• Full suite of health and wellness benefits
• Ongoing training and development programs
• Internal mobility opportunities

Are you ready to say hello to BIG Possibilities?

Take the leap with Singtel to unlock new opportunities and accelerate your growth. Apply now and start your empowering career!

We are committed to a safe and healthy environment for our employees & customers and will require all prospective employees to be fully vaccinated.

Responsibilities:

• Develop and maintain strong relationships with high net worth clients understanding their unique insurance needs and risk profiles.
• Assess client needs and provide tailored insurance solutions, including but not limited to wealth planning, health planning, and legacy planning.
• Proactively manage and service existing client accounts, ensuring timely renewals, policy adjustments, and claims support.
• Identify and pursue new business opportunities within the high net worth market.
• Collaborate with underwriters and insurance carriers to negotiate terms and secure the best coverage options for clients.
• Stay informed about industry trends, market conditions, and regulatory changes to provide clients with informed advice and updates.
• Conduct regular reviews of client portfolios to ensure comprehensive coverage and address any emerging risks.
• Prepare and present detailed insurance proposals and reports to clients.
• Provide exceptional customer service, responding promptly to client inquiries and concerns.
• Attend networking events, industry conferences, and client meetings to promote the company’s services and expand the client base.

Requirements:

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• A minimum of 3-10 years of experience of sales broker in retail / HNW insurance brokerage or RM with the banks in the preferred / priority platform
• Strong negotiation and communication skills.
• Proven track record of building and maintaining client relationships.
• Ability to analyze complex risk profiles and design customized insurance solutions.
• High level of integrity, professionalism, and confidentiality.

EA License Number: 23C1935 | EA Personnel Number: R1551292

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Executive (Insurance) / Korean Translator

Hybrid Work Arrangement (4 days WIO, 1 day WFH)

8am to 5pm / 9am to 6pm (M-F)

Up to $4,500 x 13

• Adhere to the sanction check requirements and ensuring that all required checks are conducted with no breach.
• Working with the Head to establish best practices and processes to ensure that the team meet the company’s service standards set.Prepare and update reports as and when required
• Ensure that sanction checks are conducted.
• Perform List Intelligence for Vessels checks.
• Update and maintain the records, schedules, statistics, etc.
• Stay current on market conditions and to share findings and updates with all members of the team as appropriate.
• Translate korean document to English

How to Apply:
Please send your resume to:

Our Client

Reputable financial institution

Highlights

• Competitive salary (basic pay, allowance and commission) and attractive benefits
• Supportive team culture and work environment
• Excellent career progression and networking opportunities

Responsibilities

• Establish good relationships with clients
• Servicing clients’ account and provides holistic financial solution
• Provide excellent financial advice tailored to clients’ individual needs and recommend on products accordingly

Job Requirements

• Bachelor’s degree or local diploma in banking and finance. Candidate with sales experiences are welcome to apply.
• Good interpersonal and customer service skills

Interested Applicants, please click on Apply NOW or email your latest cv to alex.tang(at)paradigmrecruitment.com.sg.

We regret to inform you that only shortlisted applicants will be contacted.

EA Reg No: R2197438

EA License No: 21C0434

Responsibilities:

• Oversee accident reporting and clarify the claims process to customers, such as bus captains, taxi/private hire vehicle hirers, and relief drivers.
• Implement effective claims management to meet KPI targets for claims outcomes.
• Collaborate as part of the team to ensure the company recovers losses from third parties or defends against claims from individuals involved in road accidents.
• Coordinate with workshops and relevant parties to communicate with third-party insurers, legal representatives, and passengers on behalf of SMRT Buses and Strides Premier Fleet.
• Work with various departments within SMRT Buses, Strides Premier Fleet, and associated agents to pursue any claims effectively.

Requirements:

• Diploma in General Insurance or related field.
• At least 2 years of working experience in Motor insurance claims.
• Proficient in using MS Office Applications.
• Good negotiation, problem solving, and analytical skills
• Possess excellent written and verbal communications skills
• Proficient in Microsoft Windows, Word, Outlook and Excel.

Interested candidates who wish to apply for the advertised position, please click on the APPLY button below to send in your resume to [email protected]

EA License No: 13C6305

Reg. No.: R23117856

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Responsibilities:

• Oversee accident reporting and clarify the claims process to customers, such as bus captains, taxi/private hire vehicle hirers, and relief drivers.
• Implement effective claims management to meet KPI targets for claims outcomes.
• Collaborate as part of the team to ensure the company recovers losses from third parties or defends against claims from individuals involved in road accidents.
• Coordinate with workshops and relevant parties to communicate with third-party insurers, legal representatives, and passengers on behalf of SMRT Buses and Strides Premier Fleet.
• Work with various departments within SMRT Buses, Strides Premier Fleet, and associated agents to pursue any claims effectively.

Requirements:

• Diploma in General Insurance or related field.
• At least 2 years of working experience in Motor insurance claims.
• Proficient in using MS Office Applications.
• Good negotiation, problem solving, and analytical skills
• Possess excellent written and verbal communications skills
• Proficient in Microsoft Windows, Word, Outlook and Excel.

Interested candidates who wish to apply for the advertised position, please click on the APPLY button below to send in your resume to [email protected]

EA License No: 13C6305

Reg. No.: R23117856

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Make an Impact by

• Identify and strike a partnership with the right insurer who is capable of;
• a) Offering strong commercials,
• b) Support the partnership with some committed investment to build capability
• c) Designing product and pricing suitable to Singtel
• d) Building a tech stack to offer strong pre & post purchase journey and
• e) A good customer claims experience
• Work with Analytics, CLM, IT, Customer Success and Customer Value to deliver the desired GWP and Revenue
• Design the right buy flows, claims process and other aspects of customer touch points to drive a good user experience

Skills for Success

• Corporate Agent License
• Worked in the financial services and digital space
• Understanding the Insurance Regulatory framework
• Keen appreciation of analytics and ability to work Advanced Analytics team
• Comfortable to work on business case and product profitability
• Comfortable in managing external and internal stakeholders
• Deep understanding of channels both Digital & Tele-calling

Rewards that Go Beyond

• Flexible work arrangements
• Full suite of health and wellness benefits
• Ongoing training and development programs
• Internal mobility opportunities

Are you ready to say hello to BIG Possibilities?

Take the leap with Singtel to unlock new opportunities and accelerate your growth. Apply now and start your empowering career!

We are committed to a safe and healthy environment for our employees & customers and will require all prospective employees to be fully vaccinated.

Our client is a well-established international bank and has a strong presence in Asia. They are recruiting for Premier Relationship Managers to expand their business.

about the job

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching to the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 3 years of retail banking experience will be advantageous.
• Strong knowledge of investment and insurance products.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

The client that we are working with is a well-establised insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.

About the Job

• Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
• Develop and maintain relationships with clients and understand their insurance needs
• Provide clients with sound advice on insurance products and recommend suitable solutions
• Ensure compliance with regulatory requirements and industry standards
• Work closely with insurance underwriters to secure the best terms and coverage for clients

Requirements & Skills

• Bachelor’s Degree in Business or Finance
• Minimum 3 years of experience within the financial services industry
• Excellent communication and interpersonal skills
• Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
• Strong sales track record

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Position title : Insurance Admin Executive

• Location: Tagore Lane (Lentor Area)
• Working Days: 5 days (9am - 6pm)
• Salary : $3k - $3.2k [ based on experience ]

Requirement

• Minimum Diploma holder
• Preferably min 3 years relevant experience
• Certificate in General Insurance (CGI) and Health Insurance (HI) Cert is a must.
• Able to start work at short notice

Job Scope

• Manage clients’ enquiries and provide insurance advice on quotations, renewal and other request
• Emailing policies
• Identify insurance needs of clients and delivery of solutions
• Preparation of documents relating to transacted business
• Attend walk in customers
• Maintain close relationship with customers and partners
• Handling Maid claim
• Assist key in customers database, debit note and credit note
• Assist in updating refund in system
• Doing contra in the system when customers made payment
• Email SOA to clients and follow up payment
• Carry out any other duties as assigned when required.

Chin Wai Loon Reg No: R24121618

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

• Position: Estate Planning Executive (Banking/Insurance/B2B Sales Experienced Welcome) – Up To Gross $6,000 or more
  Location: Central – Clarke Quay (Near MRT)
• Working Hours: Monday to Friday | 9am to 6pm
• Salary (Commensurate with experience): Up to $3,000 Basic + Average Commission of $2000 - $3000 + Annual Leave + Medical Benefits + Variable Bonus
• Duration: Permanent
• Industry: Wealth & Estate Management

Main Responsibilities:

• Draft and review wills, trusts, LPA and other estate planning documents
• Provide clients with financial and legal advice regarding estate planning
• Analyze clients' financial situations and develop customized estate plans
• Advise clients on probate application and costs
• Coordinate with other professionals to complete estate plans
• Conduct regular reviews of clients' estate plans to ensure they remain up-to-date
• Assist clients in transferring assets to beneficiaries through various legal mechanisms
• Educate clients on the importance of estate planning and help them understand their options
• Help clients establish guardianships and conservatorships as needed

Requirements:

• Diploma/Degree in business administrative or relevant field with experience in direct sales or banking or insurance.
• Exceptional client relationship management skills
• Motivated, sales-driven
• Bilingual in English and Mandarin to communicate with associates who can only speak Mandarin

Email to: [email protected]

Do visit www.facebook.com/search.personnel for more job listings.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Senior Consulting Manager (APAC)

Reg no.: R22105510

EA No: 13C6684

Job Description:

• Create, develop and manage new and existing digital financial service products (Insurance).
• Be responsible for the end-to-end business product management, including but not limited to P&L management, user journey optimisation, internal process enhancement, design of financial features and competitor benchmarking.
• Optimise product portfolio by analysing key metrics, recommending improvement areas to drive profitability and continuous business growth.
• Drive regional expansion of financial services; develop and drive go-to-market strategies, collaborate with regional and local stakeholders to ensure successful rollout of new products and improvement plans.
• Engage and manage external stakeholders to ensure successful launch of partnerships.
• Manage the project timelines in a cross-functional structure to ensure timely and consistent delivery of the overall business goals.
• Ensure business alignment and work closely with cross-functional stakeholders such as Risk, Product, Legal, Compliance and Ops to own business metrics and drive sustainable growth.
• Drive operational projects in sales, underwriting, claims, etc. and continuously review operational excellence

Requirements:

• A Bachelor’s Degree in Finance, Commerce, Accounting, Business or Computer Science equivalent.
• Minimum 2 to 8 years of professional experience in the insurance or financial services industry. Past experience in InsurTech, digital insurance or insurance consulting or strategy will be a plus.
• Proven ability to manage end-to-end projects independently with strong analytical, problem-solving, and logical thinking skills.
• Proactive, detail-oriented, and intrapreneurial mindset with excellent stakeholder management and user experience appreciation.
• Comfortable in fast-paced, dynamic environments with a high degree of ambiguity and tight deadlines.
• Ability to demonstrate a high level of verbal and written English and another Asian language (Mandarin, Bahasa Indonesia, Bahasa Melayu, Thai, Vietnamese, Tagalog) to coordinate with internal stakeholders across the region.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!
As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent/premier segment, and show consistent sales performance.
• Experience in covering Malaysia market is an added advantage.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Thailand markets and/or with relevant portfolio in Thai markets.
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively in English, Mandarin and/or Thai with offshore clients.
• Exhibit strong interpersonal, communication skills and good at tele-consulting.
• Creative, meticulous and possess the ability to work independently.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

About the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

Skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market.
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 2 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the North Asian markets (China/Hong Kong/Taiwan).
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin speaking customers.
• Good English language proficiency at Level 4.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!
As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Indonesia, Malaysia markets.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers to effectively communicate with offshore clients.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

• Position: Estate Planning Executive (Banking/Insurance/B2B Sales Experienced Welcome) – Up To Gross $6,000 or more
  Location: Central – Clarke Quay (Near MRT)
• Working Hours: Monday to Friday | 9am to 6pm
• Salary (Commensurate with experience): Up to $3,000 Basic + Average Commission of $2000 - $3000 + Annual Leave + Medical Benefits + Variable Bonus
• Duration: Permanent
• Industry: Wealth & Estate Management

Main Responsibilities:

• Draft and review wills, trusts, LPA and other estate planning documents
• Provide clients with financial and legal advice regarding estate planning
• Analyze clients' financial situations and develop customized estate plans
• Advise clients on probate application and costs
• Coordinate with other professionals to complete estate plans
• Conduct regular reviews of clients' estate plans to ensure they remain up-to-date
• Assist clients in transferring assets to beneficiaries through various legal mechanisms
• Educate clients on the importance of estate planning and help them understand their options
• Help clients establish guardianships and conservatorships as needed

Requirements:

• Diploma/Degree in business administrative or relevant field with experience in direct sales or banking or insurance.
• Exceptional client relationship management skills
• Motivated, sales-driven
• Bilingual in English and Mandarin to communicate with associates who can only speak Mandarin

Email to: [email protected]

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***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Senior Consulting Manager (APAC)

Reg no.: R22105510

EA No: 13C6684

Role Responsibilities

1. Develop and Implement Custom Solutions

• Design, develop, and deploy customized Power Apps solutions to replace existing InfoPath forms, ensuring alignment with business requirements and seamless integration with SharePoint.
• Implement Power Automate workflows to automate processes across Power Apps and SharePoint, enhancing efficiency and user experience.

2. Automate Workflows and Business Processes

• Design and develop automated workflows using Power Automate to streamline approval processes, notifications, and other business tasks.
• Optimize and troubleshoot existing workflows to improve performance and ensure reliability, minimizing manual intervention.

3. Collaborate with Stakeholders to Gather Requirements

• Engage with business and technical stakeholders to understand current workflows, gather detailed requirements, and propose solutions that leverage Power Apps and Power Automate.
• Translate complex business needs into technical requirements and provide recommendations.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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