Policy Servicing Consultant

4 weeks ago


Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

about the company

Leading Insurance Broker

about the job

  • 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.

Tell employers what skills you have

Customer Service Skills
Financial Planning
Private Banking
Financial Markets
Compliance
Cross Selling
Banking
Financial Advisory
Team Player
Regulatory Requirements

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