Job Description

Responsibilities:

• Define, monitor and review HNW KPIs. Evaluate performance to targets to formulate and drive business strategies, project management and initiatives with the aim to optimise results.
• Review and ensure case management related processes (Eg. High Net Worth applications, tracking files, case updates and other related matters) are in place and operating smoothly.
• Lead the Banca / Broker Team to drive HNW sales and achieve both TWNS and NBEV budgets. Monitor and control sales activities by managing sales trend (both on-shore and off-shore).
• Develop the business through engagements and trainings and ensure that Banca / Broker are well versed with the company\xe2\x80\x99s value propositions and products in the market.
• Proactive to identify and develop both HNW opportunities and emerging HNW market trends.
• Collaborate with all internal and external stakeholders such as but not limiting to Case Managers, New Business Underwriting, Compliance, Customer Service to resolve issues, appeals and feedback.
• Provide regular management reports on sales performance / pipelines and business updates to the Head of Department.
• Review SOPs related to scope of Team on an annual basis to ensure that they are updated with any changes made to processes.
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.

Requirements:

• Leadership, management skills and the ability to coach, motivate and retain staff
• Possesses strong business acumen
• Experience in Life Insurance product and/or business development is a mandatory pre-requisite
• Knowledge of underwriting requirements for high net worth cases is advantageous.

PERSOLKELLY Singapore Pte Ltd \xe2\x80\xa2 RCB No. 200007268E

EA Registration No. R1653100 (Goh Jia Zhen Crystal)

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