Job Summary
Reporting to Managing Director, Consultancy & Advisory, the new member of the team will contribute to the delivery of quality service to our clients and business partners by providing professional advisory service in the areas of insurance and liquidity planning. The incumbent needs to generate profitable client referrals to Lioner by engaging and servicing our partners and clients.
Responsibilities
- Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
- Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
- Provide professional and quality advice to clients on their liquidity planning and insurance needs
- Achieve annual target of net revenue or an amount agreed upon during the annual review
- Fulfill full compliance to Lioner’s internal compliance policies and procedures as well as MAS regulatory requirements
- Submit new business documents timely and accurately
- Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
- Support other team members in client meetings, medicals and presentations
Requirements
- Bachelor’s degree or above from Finance or related discipline
- Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
- Preference for candidates with experience in the Malaysia market
- Minimum 5-8 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry
- Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
- Strong relationship development/management, communication and presentation skills
- Demonstrated ability to multi-task and work under extreme deadlines
- Proficiency in English and Mandarin. Proficiency in Cantonese a plus
