Senior Insurance Specialist – Private Banking (High-Net-Worth Clients)

JOB ID: 1398779

Responsibilities:

• Assist the sales team with sales development and implementation in achieving their business objectives
• Submit/ liaise applications with insurers
• Assist in proper documentation and maintenance of each application
• Familiar with insurance product/ services and banks’ credit procedure
• 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
• Participate in internal & external continuous training/ learning programs
• Participate in general improvement of internal process 

What you need to have:

• Degree with at least 6-8 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
• Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships
• A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771