- about the companyReputable International Bank about the jobCollaborate with Relationship Managers to meet referral and conversion targets.Provide training to Relationship Managers through regular sessions, workshops, and case studies to enhance product knowledge, insurance propositions/pitches, processes, and the exchange of innovative ideas.Develop strategies and action plans to boost sales activity and address key financial drivers. about the manager/tabout the companyReputable International Bank about the jobCollaborate with Relationship Managers to meet referral and conversion targets.Provide training to Relationship Managers through regular sessions, workshops, and case studies to enhance product knowledge, insurance propositions/pitches, processes, and the exchange of innovative ideas.Develop strategies and action plans to boost sales activity and address key financial drivers. about the manager/t
- about the jobMeeting sales targets through strategic planning and idea generationConducting thorough financial assessments and insurance needs analysesImplementing structured review mechanisms for existing clientsEnsuring timely responses to customer enquiries and quality advisory standards skills and experience required>2 years’ experience in banking sales, with a strong foundation in insurance sales Certified in relevant modules (M5, M5A, M8, M8A, M9, M9about the jobMeeting sales targets through strategic planning and idea generationConducting thorough financial assessments and insurance needs analysesImplementing structured review mechanisms for existing clientsEnsuring timely responses to customer enquiries and quality advisory standards skills and experience required>2 years’ experience in banking sales, with a strong foundation in insurance sales Certified in relevant modules (M5, M5A, M8, M8A, M9, M9
- about the companyReputable High Net Worth Insurance Broker about the jobGenerate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.Provide new business sales support and after-sales policy services support for sales consultants.Follow internal processes and ensure proper documentation are obtained and filed in CRMCo-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s applicatiabout the companyReputable High Net Worth Insurance Broker about the jobGenerate highlights/quotes/insurer’s illustrations for sales consultants’ meetings.Provide new business sales support and after-sales policy services support for sales consultants.Follow internal processes and ensure proper documentation are obtained and filed in CRMCo-ordinate pre-case submission tasks - medical bookings, preparing internal KYC documentations and insurer’s applicati
- about the job This is a dynamic opportunity to join a premier financial institution, focusing on expanding the wealth and banking needs of High Net-Worth Individuals (HNWIs) within the International Market.You will be responsible for cultivating deep client relationships by acting as a trusted advisor, providing comprehensive and tailored financial solutions that encompass:Managing all aspects of your clients' daily and specialized banking requirements.Recabout the job This is a dynamic opportunity to join a premier financial institution, focusing on expanding the wealth and banking needs of High Net-Worth Individuals (HNWIs) within the International Market.You will be responsible for cultivating deep client relationships by acting as a trusted advisor, providing comprehensive and tailored financial solutions that encompass:Managing all aspects of your clients' daily and specialized banking requirements.Rec
- about the companyReputable High Net Worth Insurance Broker about the job· Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners· Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-Wabout the companyReputable High Net Worth Insurance Broker about the job· Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners· Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-W
- Key Responsibilities:Growing your client base through strategic business development and new client acquisition.Managing and strengthening relationships with your clients.Developing and implementing advanced strategies related to investments, tax, and estate planning.skills and experience required> 10 years of experience in private banking or wealth management, with a demonstrable track record of success.A deep understanding of investment products and finaKey Responsibilities:Growing your client base through strategic business development and new client acquisition.Managing and strengthening relationships with your clients.Developing and implementing advanced strategies related to investments, tax, and estate planning.skills and experience required> 10 years of experience in private banking or wealth management, with a demonstrable track record of success.A deep understanding of investment products and fina
- about the jobThis is a branch client facing sales position where you will be focusing on the following: Engage, prospect and account management of a portfolio of clients across insurance and investment portfolio.Maximize business acquisition, deepen existing customer relationships, and drive referral opportunities within the Personal Clients segment.Initiate new customer sourcing through direct calling, participation in marketing, and promotional activitieabout the jobThis is a branch client facing sales position where you will be focusing on the following: Engage, prospect and account management of a portfolio of clients across insurance and investment portfolio.Maximize business acquisition, deepen existing customer relationships, and drive referral opportunities within the Personal Clients segment.Initiate new customer sourcing through direct calling, participation in marketing, and promotional activitie
- About the companyA newly created role due to business expansion, with our client who is a leading diversified financial services group with an extensive regional footprint across Asia. About the jobJoin an elite finance and governance division to spearhead complex risk mitigation strategies and enhance third-party performance across the business.Design and refine comprehensive frameworks to manage third-party-risks and group-level outsourcing.Act as a priAbout the companyA newly created role due to business expansion, with our client who is a leading diversified financial services group with an extensive regional footprint across Asia. About the jobJoin an elite finance and governance division to spearhead complex risk mitigation strategies and enhance third-party performance across the business.Design and refine comprehensive frameworks to manage third-party-risks and group-level outsourcing.Act as a pri
