Policy Servicing Consultant

Singapore, Singapore

Ambition

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Job Description

Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with private bankers to review and analyze in-force policies.
Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of clients to achieve both revenue and review completion targets.
Support and improve firm's policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
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 in order to provide appropriate advices/recommendations on life and personal lines solutions.
Ensure compliance with regulatory requirements and operational procedures/processes

The ideal candidate will possess the following:

Bachelor's degree
At least 5-6 years' experience in private banking / insurance industry as a junior Relationship Manager / Assistant Relationship Manager / Insurance Specialist in the High-Net-Worth segment
Proven sales track records in promoting Universal Life and/or other life insurance products.
Detail-minded, well-organized and high level of accuracy.
A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to . Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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Policy Servicing Consultant
Singapore Posted about 11 hours ago
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