Job Purpose
You will be part of the Regional Agency/FA and Bancassurance team to actively develop new client acquisition to support our affluent and HNW business growth, specifically on regional wealth.
The Job
· Identify and introduce high-value, high net worth clients to GE, leveraging professional networks and relationships to drive referrals and expand GE client base. Primary market focus to be China, India and ASEAN.
· Work closely with agency partners to provide and deliver a total wealth management experience to new- to-company clients.
· Proactive management, supervision and monitoring of new clients onboarded.
· Facilitate and support customers’ purchase journey via licensed financial representatives within assigned agency team.
· Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
· Ensure that transactions are compliant with governing laws and ethical standards, and comply to all applicable policies and procedures
· Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
· Highlights any potential concerns /risks and proactively shares best risk management practices.
Our Requirements
· Minimum 3 years of proven track record in sales acquisition or business development experience in the high net worth space.
· Tertiary Education, preferably Bachelor’s degree.
· Strong new relationship building skills.
· Possess a sharp business development focus and demonstrative innovative approaches.
· Able to anticipate client requests/needs and resolves queries in a timely manner.
· Highly driven and positively motivated.
· Effective communication and interpersonal skills.
· Polished and mature to handle the affluent market segment.
About Great Eastern
Established in 1908, Great Eastern places customers at the heart of everything we do. Our legacy extends beyond our products and services to our culture, which is defined by our core values and how we work. As champions of Integrity, Initiative and Involvement, our core values act as a compass, guiding and inspiring us to embrace the behaviours associated with each value, upholding our promise to our customers - to continue doing our best for them in a sustainable manner.
We work collaboratively with our stakeholders to look for candidates who exhibit or have the potential to embrace our core values and associated behaviours, as these are the key traits that we expect from our employees as they develop their careers with us.
We embrace inclusivity, giving all employees an equal opportunity to shine and play their role in exploring possibilities to deliver innovative insurance solutions.
Since 2018, Great Eastern has been a signatory to the United Nations (UN) Principles of Sustainable Insurance. Our sustainability approach around environmental, social, and governance (ESG) considerations play a key role in every business decision we make. We are committed to being a sustainability-driven company to achieve a low-carbon economy by managing the environmental footprint of our operations and incorporating ESG considerations in our investment portfolios; improving people’s lives by actively helping customers live healthier, better and longer; and drive responsible business practices through material ESG risk management.
To all recruitment agencies: Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
