HNW Insurance Broker

BEATHCHAPMAN (PTE. LTD.)

Islandwide
Sgd 7,000 - 13,000 / monthly pm
On-site
Wealth management
Front office
Asset management
The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients. Job Responsibilities Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible Develop and maintain relationships with clients and understand their insurance needs Provide clients with sound advice on insurance products and recommend suitable solutions Ensure compliance with regulatory requirements and industry standards Work closely with insurance underwriters to secure the best terms and coverage for clients Requirements & Skills Bachelor's Degree in Business or Finance Minimum 5 years of experience within the banking and financial services industry Excellent communication and interpersonal skills Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously Strong sales track record Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted. Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112

Job Summary

  • The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients
  • R2199597 BeathChapman Pte Ltd Licence no

Matching Summary

Match Score: 85

The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients. Job Responsibilities Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible Develop and maintain relationships with clients and understand their insurance needs Provide clients with sound advice on insurance products and recommend suitable solutions Ensure compliance with regulatory requirements and industry standards Work closely with insurance underwriters to secure the best terms and coverage for clients Requirements & Skills Bachelor's Degree in Business or Finance Minimum 5 years of experience within the banking and financial services industry Excellent communication and interpersonal skills Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously Strong sales track record Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted. Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112

Salary

SGD 7,000 - 13,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Front Office
  • Asset Management
  • Able To Multitask
  • Interpersonal Skills

Nice-to-have

  • Private Banking
  • Risk Management
  • Cross Selling
  • Networking
  • Presentation Skills
  • Regulatory Requirements
  • Wealth Preservation
  • Business Development
  • Financial Services
  • Able To Work Independently

Key Requirements

  • Minimum 5 years experience

Work Rights

Tailored Resume

Cover Letter