about the company
Reputable High Net Worth Insurance Broker
about the job
...
Internal:
- Develop an internal network by partnering up with our internal stakeholders for a more holistic solution approach in estate & legacy planning
- Meet prospects/clients/colleagues to introduce wealth planning solutions for potential cross selling opportunity
- Resolve complex enquiries on fiduciary/insurance related matters to ensure clients satisfaction
- Organize workshop/seminar/training to internal stakeholders advising of any latest landscape change/tax implication/regulation alternation etc. for educational purpose
- Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning
External:
- Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out to 3rd parties for business collaboration externally
- Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
- Promote wealth planning branding of the Group in all areas
- Assist in achieving the revenue target on fiduciary services / corporate services set out
- from time to time
- Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
- Formulate sales strategy to optimize the sales capacity and efficiency
- Expand various distribution channels primarily in HK and also regionally to broaden its exposure in order to achieve the sales target
- Enhance product range to cater for ever-changing complex wealth planning needs
- Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity
about the manager/team
Reporting to CEO Singapore, the incumbent will work with internal stakeholders to deliver quality
service to clients
skills and experience required
- Bachelor’s degree or above from Finance or related discipline
- Minimum 10-15 years’ working experience in providing holistic solution approach in estate and legacy planning and wealth planning solutions preferably in the insurance or banking industry
- Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
- Strong relationship development/management, communication and presentation skills
- Demonstrated ability to multi-task and work under extreme deadlines
To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)