Insurance Specialist

About The Job

Responsibilities:

• Reporting to Managing Director, Consultancy & Advisory, the new member of the team will contribute to the delivery of quality service to our clients and business partners by providing professional advisory services in the areas of insurance and liquidity planning.
• The incumbent needs to generate profitable client referrals to the family office by engaging and servicing our partners and clients.
• Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
• Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Fulfill full compliance with the office’s internal compliance policies and procedures as well as MAS regulatory requirements
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews promptly
• Support other team members in client meetings, medicals, and presentations
• Any other ad hoc duties assigned.

Requirements:

• Min 5-8 years of working experience in sales and/or relationship management experience preferably in the insurance or banking industry
• Relevant industry connections/clientele in the Singapore market
• Strong relationship development/management, communication, and presentation skills
• Proficiency in Mandarin (both written and spoken) to liaise with Mandarin-speaking clients
• Proficiency in Cantonese (both written and spoken) to liaise with Cantonese-speaking clients
• Previous/current experience as a private banker, bancassurance specialist, or insurance specialist