policy servicing consultant.

• Responsible for conducting annual reviews and policy servicing of existing policies with High Net Worth (HNW) clients by collaborating with private bankers to review and analyse in-force policies
• Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients
• Work closely with the private bankers and wealth planners to understand the HNW clients' profiles, needs and expectations to provide appropriate advice/recommendations on life and personal lines solutions
• Ensure compliance with regulatory requirements and operational procedures/processes

about the manager/team

You’ll work with industry consultants across multidisciplinary teams to apply your diverse skills and background in helping in portfolio advisory for HNW clients.

skills and experience required

• Degree with at least 5 years of working experience in the banking / insurance industry.
• Performance driven, results focused and proven track records in Universal Life and other Life insurance solutions will be an added advantage
• Good understanding of insurance products.

To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 9138 3356.
(EA: 94C3609/R2091898)