Job Description

Description du poste

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Based in Singapore within the Wealth Planning team, you will be supporting and administering the growth of the Life Insurance business in Asia.





This multifaceted role includes management of external and internal stakeholders on market support; product expertise, as well as operational & administration oversight. You will report locally to the Head of Wealth Planning & Insurance, Asia and functionally to the Head of Insurance in Geneva, and assist the Wealth Planning team in Hong Kong branch, with regular travel required.


You will have the opportunity to support the below tasks, but not limited to: -

Marketing (Referral basis) Support

Ensure that insurance activities are compliant with internal directives including all regulations and controls as set by the Bank and external regulatory authorities. To work with Relationship Managers (RMs) in achieving the target number of referrals to approved insurance brokers with a view to increasing sales activity and other relevant financial drivers. Coordinate meetings between brokers, RMs and clients and providing on-going support on all insurance cases and capturing cross sell opportunities. When liaising with brokers to conduct periodic review on clients' portfolios, to Identify and target opportunities for referral to brokers. Expected to generate ideas and action plan by working in tandem with in-house Wealth Planners &/or brokers on integrated liquidity & succession planning solutions which may include encompassing structures such as Trusts, Investment Entity, Insurance Wrappers etc.

Management of Products and External Brokers

Act as the primary point of contact for insurance brokers in Asia. Validate insurance products and maintain an insurance product list. In terms of new insurance product category/offering to co-ordinate with Functional Head of Insurance/local Head of Wealth Planning & Insurance on working papers to approve new category by internal committee. Oversee the approval process for insurers and brokers and, where required, to establish agreements and manage commission structures with the relevant stakeholders. Once approved, to conduct periodic reviews. Lead the local Insurance Partner Committee.

Commercial Support (Training & Events)

To arrange for our panel of brokers to conduct periodic trainings/workshops to upskill our RMs' insurance product knowledge. These may include developing &/or reviewing brokers' training presentations and materials on products and offerings with a view to sharing trending insurance proposition pitches & ideas. Where necessary, to co-ordinate with brokers to organize clients' events.

Criteres de candidature

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Poste avec management
Non
Niveau d'etude minimum
Bac + 3 / L3
Formation / Specialisation
Bachelor Degree in Banking & Finance or its equivalent with Modules 5, 9, 9A of CMFAS an asset



+ Knowledgeable in life insurance products curated for High Net Worth Individuals
+ Minimum 3 - 5 years of experience in an insurance brokerage firm, insurance company, or a bank in a role related to life insurance businessNiveau d'experience minimum
3 - 5 ans
Competences recherchees

+ Pro-active, self-initiated, hands on with a "can do" attitude with demonstrated ability to work in a small team
+ Highly effective communication skills and presentation skills (written and verbal) ; interpersonal, negotiation and problem-solving skills
+ Strong multi-tasking and prioritization skills
+ Understanding and observance of control, risk and banking regulations
+ Be able to foster a constructive and effective working relationship with all the stakeholders in the Private bank
+ As this role requires regular interaction with both English and Mandarin speaking clients and stakeholders, proficiency in both English and Mandarin (written and spoken) is required to fulfil business communication needs and support the client base

Entreprise Indosuez Wealth Management

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Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent a plus d'un siecle a Singapour et a Hong Kong, alors que se creaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, pres de 220 experts conjuguent leur connaissance de l'environnement regional avec les vastes expertises et possibilites d'action du reseau mondial Indosuez Wealth Management et du groupe Credit Agricole. En agissant chaque jour dans l'interet de la societe, nous sommes un groupe engage en faveur des diversites et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.