Responsibilities:
- Define, monitor and review HNW KPIs. Evaluate performance to targets to formulate and drive business strategies, project management and initiatives with the aim to optimise results.
- Review and ensure case management related processes (Eg. High Net Worth applications, tracking files, case updates and other related matters) are in place and operating smoothly.
- Lead the Banca / Broker Team to drive HNW sales and achieve both TWNS and NBEV budgets. Monitor and control sales activities by managing sales trend (both on-shore and off-shore).
- Develop the business through engagements and trainings and ensure that Banca / Broker are well versed with the company’s value propositions and products in the market.
- Proactive to identify and develop both HNW opportunities and emerging HNW market trends.
- Collaborate with all internal and external stakeholders such as but not limiting to Case Managers, New Business Underwriting, Compliance, Customer Service to resolve issues, appeals and feedback.
- Provide regular management reports on sales performance / pipelines and business updates to the Head of Department.
- Review SOPs related to scope of Team on an annual basis to ensure that they are updated with any changes made to processes.
- Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
Requirements:
- Leadership, management skills and the ability to coach, motivate and retain staff
- Possesses strong business acumen
- Experience in Life Insurance product and/or business development is a mandatory pre-requisite
- Knowledge of underwriting requirements for high net worth cases is advantageous.
PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA Registration No. R1653100 (Goh Jia Zhen Crystal)
