Job description
In this role, you will be providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind.
Key Responsibilities:
- Familiar with insurance product/ services and banks credit procedure.
- Assist the sales team with sales development and implementation in achieving their business objective.
- Submit/ liaise applications with insurers.
- Assist in proper documentation and maintenance of each application.
- Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement.
- Handle enquiries from internal and external customers.
The ideal candidate will possess the following:
- Degree with minimum 6 years experience in Sales/Business Development with direct experience the private banking, Securities, Asset Management or Insurance industry as a Relationship Manager/ Insurance specialist in the High-Net-Worth segment.
- Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products.
- Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe.
