Insurance Portfolio Advisory Specialist

2 days ago


Singapore RANDSTAD PTE. LIMITED Full time
Company Overview:
RANDSTAD PTE. LIMITED is a leading insurance broker that offers a wide range of life and personal lines solutions to High Net Worth (HNW) clients.

About the Role:
We are seeking an experienced Insurance Portfolio Advisory Specialist to join our multidisciplinary team. As a key member of our team, you will be 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.

About the Manager/Team:
You will work closely with industry consultants across teams to apply your diverse skills and background in helping portfolio advisory for HNW clients. Your primary objective will be to build and foster strong relationships with market heads/team leaders to drive referral opportunities with HNW clients.

Key Responsibilities:
  • Conduct annual reviews and policy servicing of existing policies with HNW clients
  • Collaborate with private bankers to review and analyze in-force policies
  • Build and foster rapport with market heads/team leaders to drive referral opportunities
  • Work closely with industry consultants across teams to provide portfolio advisory services

Required Skills and Qualifications:
To succeed in this role, you will need to possess the following skills and qualifications:

  • 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
  • Good understanding of insurance products

Estimated Salary:
$120,000 - $180,000 per annum based on experience and qualifications. This salary estimate is based on industry standards and market trends in Singapore.

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