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Associate Consultant, Banking & Financial Services
Our client, a leading insurance broker in Singapore is looking for candidates to join their expanding business as a Policy Servicing Consultant.
- Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with private bankers to review and analyse in-force policies.
- Support and improve company policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
- 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.
The ideal candidate will possess the following:
- Diploma / 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.
Interested candidates are invited to submit your resume to firstname.lastname@example.org
Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.
Data provided is for recruitment purposes only.
Business Registration Number: 200611680D
License Number: 10C5117
EA Personal Registration Number: R22107677
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