about the company
Leading Insurance Broker
about the job
- Responsible for conducting annual reviews and policy servicing of existing policies with High Net Worth (HNW) clients by collaborating with private bankers to review and analyse in-force policies
- Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients
- Work closely with the private bankers and wealth planners to understand the HNW clients' profiles, needs and expectations to provide appropriate advice/recommendations on life and personal lines solutions
- Ensure compliance with regulatory requirements and operational procedures/processes
about the manager/team
You’ll work with industry consultants across multidisciplinary teams to apply your diverse skills and background in helping in portfolio advisory for HNW clients.
skills and experience required
- Degree with at least 5 years of working experience in the banking / insurance industry.
- Performance driven, results focused and proven track records in Universal Life and other Life insurance solutions will be an added advantage
- Good understanding of insurance products.
