Responsible Officer IFA

2 weeks ago

Singapore LMA RECRUITMENT SINGAPORE PTE. LTD. Full time

Join a trusted and powerful financial institution looking to start their Insurance Financial Advisory proposition in Singapore as their Responsible Officer. This firm is backed up by strong financial strength and a long heritage in the region. With an increasing demand from their large network of clients for HNW Insurance products, this role offers the opportunity for a successful Broker or an experience Insurance Financial Advisor to build the practice. This is a rare opportunity to lead the inception of an Insurance broking and FA proposition within an established Financial Institution leveraging from decades of their network and platform. Responsibilities Be the Responsible Officer for the Insurance Broking Division Proactively engage with clients and partners to cultivate strong, long-term referral relationships that drive sustainable business growth Consistently develop and expand new client connections to maintain a well-diversified and balanced referral network Deliver expert, high-quality advice tailored to clients' liquidity planning and insurance needs Meet or exceed annual net revenue targets, as determined during the yearly performance review Ensure full compliance with internal policies and external regulatory standards, upholding the highest levels of integrity Submit all new business documentation with accuracy and efficiency, adhering to required timelines Provide exceptional post-sale service, including timely annual policy reviews for all existing policyholders Collaborate with and support team members in client meetings, medical appointments, and business presentations to ensure a seamless client experience Oversee and responsible for all activities from a regulatory perspective Leadership Experience Profile Eligible for Responsible Officer appointment by MAS criteria, preferably previous appointment as RO You are a HNW Insurance Broker, HNW Financial Advisor At least 10 years in the insurance industry At least 5 years of experience in advisory or sales of HNW Insurance products Well versed with regulations Successful track record of achievements EA Licence: R | Licence No.: 24S2411#J-18808-Ljbffr

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