Associate Director, Insurance Specialist

3 days ago

Singapore SOL INVICTUS ADVISORY PTE. LTD. Full time

Our client is a leading international bank looking for an experienced Associate Director, Insurance Specialist.

**JOB SUMMARY**

**Sales Activity & Conversion**
- To work with Relationship Managers in achieving the target number of referrals and conversion.
- To train the Relationship Managers via regular training, workshops and case-studies in order to deliver on product knowledge, insurance proposition/pitch, processes and sharing of new ideas.
- Ensure sales target is met.
- To generate ideas and action plan on increasing sales activity and other relevant financial drivers.

**RESPONSIBILITIES**

**Business**

Customer Management
- To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
- To ensure a systematic review process for existing policyholders.
- To ensure that customer enquiries are promptly attended to.

**Processes**

Sales Reporting & Management
- To provide prompt and regular reporting of leads, sales activity and pipeline cases.
- Work closely with internal partners (e.g. Relationship Managers, fiduciary, and credit teams) and external partners (e.g. insurance providers) on case management.

**People & Talent**
- Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners.

**Compliance**
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls, as set by the Bank and external regulatory authorities.
- To adhere strictly to the FAA & good practices guideline, include attending weekly/ monthly coaching, meeting & obtaining the required CPD hours.

**Regulatory & Business Conduct**
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group’s Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

**Key Stakeholders**
- Priority International Banking Relationship Managers & Team Managers, Insurance Providers.

Education qualification : Minimum Degree Holder with at least 8 years of relevant sales experience.

Certifications : M5, M5A, M8, M8A, M9, M9A and HI certification

Languages : Business communication skills, Mandarin, Bahasa preferred

**Role Specific Technical Competencies**
- Insurance concepts and Product knowledge
- Good communication including Business communication skills

Please also provide the following information in the resume to facilitate processing.

1) Reasons for leaving current and/or last employment

2) Last drawn and/or current salary

3) Expected salary

4) Date of availability / Notice Period

EA Personnel : Ng Soon Wang

Reg No. : R1330561

EA Licence No. : 21C0465

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