Policy Servicing Consultant
1 week ago
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: 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: D. License Number: 10C5117 EA Personal Registration Number: R . #J-18808-Ljbffr
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Policy Servicing Consultant
1 week ago
Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full timeOur client, a leading international insurance broker, is looking for experienced Policy Servicing Consultant to join their expanding team. Key Responsibilities 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...
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Policy Servicing Consultant
1 week ago
Singapore Ambition Full time $90,000 - $120,000 per yearOur client, a leading international broker, is looking for experienced Policy Servicing Consultant to join their expanding team.Key Responsibilities: -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...
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Policy Consultant
2 days ago
Singapore Access Partnership Full time**About Us** Access Partnership is the world’s preeminent tech policy consultancy: corporates seek our advice on bringing their tech to market, and governments need our advice to regulate tech so that all stakeholders are treated fairly and can benefit from it. We partner with the world’s largest and most innovative organisations in a market that is...
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Policy Servicing Consultant
1 week ago
Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full timeRoles & Responsibilities Our client, a leading international insurance broker, is looking for experienced Policy Servicing Consultant to join their expanding team. Key Responsibilities: - 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...
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Policy Consultant
2 weeks ago
Singapore Ambition Full timeOur client, a leading international broker, is looking for experienced Policy Servicing Consultant to join their expanding team. Key Responsibilities: - 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...
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Policy Consultant
1 week ago
Singapore Ambition Full timeOur client, a leading international broker, is looking for experienced Policy Servicing Consultant to join their expanding team. Key Responsibilities: - 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...
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Policy Services Officer
3 days ago
Singapore Prudential plc Full timePrudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support...
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Policy Services Officer
23 hours ago
PACS | Singapore - Labrador Tower , & /F Prudential Full time $40,000 - $80,000 per yearPrudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our...
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Immigration Consultant
1 week ago
Singapore GLOBEVISA CONSULTANT PTE. LTD. Full time $60,000 - $80,000 per yearJob Title:Immigration Consultant (Sales)Key Responsibilities:1. Communicate professionally with high-net-worth clients to assess their immigration needs and provide tailored solutions.Proactively identify and reach out to potential clients, schedule consultations, and build long-term relationships.Diligently follow up with clients to address concerns and...
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Policy Services Officer – Valuation
7 days ago
Singapore Prudential plc Full time $30,000 - $60,000 per yearPrudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our...
