Insurance Specialist M/F
6 days ago
Based in Singapore within the Wealth Planning team, you will be supporting and administering the growth of the Life Insurance business in Asia. This multifaceted role includes management of external and internal stakeholders on market support; product expertise, as well as operational & administration oversight. You will report locally to the Head of Wealth Planning & Insurance, Asia and functionally to the Head of Insurance in Geneva, and assist the Wealth Planning team in Hong Kong branch, with regular travel required. You will have the opportunity to support the below tasks, but not limited to: Responsibilities Marketing (Referral basis) Support Ensure that insurance activities are compliant with internal directives including all regulations and controls as set by the Bank and external regulatory authorities. To work with Relationship Managers (RMs) in achieving the target number of referrals to approved insurance brokers with a view to increasing sales activity and other relevant financial drivers. Coordinate meetings between brokers, RMs and clients and providing on-going support on all insurance cases and capturing cross sell opportunities. When liaising with brokers to conduct periodic review on clients’ portfolios, to identify and target opportunities for referral to brokers. Expected to generate ideas and action plan by working in tandem with in-house Wealth Planners &/or brokers on integrated liquidity & succession planning solutions which may include encompassing structures such as Trusts, Investment Entity, Insurance Wrappers etc. Management of Products and External Brokers Act as the primary point of contact for insurance brokers in Asia. Validate insurance products and maintain an insurance product list. In terms of new insurance product category/offering to co-ordinate with Functional Head of Insurance/local Head of Wealth Planning & Insurance on working papers to approve new category by internal committee. Oversee the approval process for insurers and brokers and, where required, to establish agreements and manage commission structures with the relevant stakeholders. Once approved, to conduct periodic reviews. Lead the local Insurance Partner Committee. Commercial Support (Training & Events) To arrange for our panel of brokers to conduct periodic trainings/workshops to upskill our RMs’ insurance product knowledge. These may include developing &/or reviewing brokers’ training presentations and materials on products and offerings with a view to sharing trending insurance proposition pitches & ideas. Where necessary, to co-ordinate with brokers to organize clients’ events. #J-18808-Ljbffr
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Insurance Specialist
6 days ago
Singapur, Singapore Manulife Insurance Malaysia Full time***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Insurance...
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Insurance Specialist
6 days ago
Singapur, Singapore J.S.F Full timeKey Responsibilities of an Insurance Specialist: Policy Analysis and Risk Assessment: Insurance specialists evaluate insurance applications, analyze risk factors (like age, health, or property details), and determine eligibility and coverage options. Policy Management and Customer Service: They handle policy administration, including processing applications,...
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Insurance Specialist
6 days ago
Singapur, Singapore AAS INSURANCE AGENCY PTE. LTD. Full timeBasic Salary & Incentive Scheme AWS Medical, Dental & Insurance Benefits Responsibilities To handle counter, email and telephone enquiries for all classes of general insurance. To provide insurance quotations and process motor insurance applications, renewals, extension, cancellation and issuance of insurance documents for all general insurance products...
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Nat Cat Analyst
6 days ago
Singapur, Singapore Allianz Reinsurance Full timeNat Cat Analyst (m/f/d) at Allianz SE Reinsurance Singapore Join to apply for the Nat Cat Analyst (m/f/d) at Allianz SE Reinsurance Singapore role at Allianz Reinsurance Nat Cat Analyst (m/f/d) at Allianz SE Reinsurance Singapore 2 weeks ago Be among the first 25 applicants Join to apply for the Nat Cat Analyst (m/f/d) at Allianz SE Reinsurance Singapore...
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Insurance Solutions Specialist
12 hours ago
Singapur, Singapore Havend Full timeHavend is actively looking for a Solutions Specialist to build our insurance planning frameworks and thought leadership. You will play a key role in building upon Havend’s philosophy on protection, retirement and legacy planning, translating evidence-based research into practical guidance, tools, and training that empower our Insurance Specialists to...
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Insurance Solutions Specialist
12 hours ago
Singapur, Singapore HAVEND PTE. LTD. Full timeHavend is actively looking for a Solutions Specialist to build our insurance planning frameworks and thought leadership. You will play a key role in building upon Havend's philosophy on protection, retirement and legacy planning, translating evidence-based research into practical guidance, tools and training that empower our Insurance Specialists to deliver...
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Insurance Specialist
6 days ago
Singapur, Singapore Manulife Full timeOverview Join to apply for the Insurance Specialist role at Manulife . This role involves a secondment to our bank partner where the successful candidate will engage directly with high-net-worth clients and relationship managers to deliver tailored insurance solutions as part of holistic wealth planning. This opportunity provides exposure to a prestigious...
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Insurance Specialist
6 days ago
Singapur, Singapore Ambition Full timeOverview Our client, a leading foreign bank, is looking for a highly driven and experienced Insurance Specialist to join their team. Key Responsibilities Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions. Conduct regular training sessions, workshops, and case studies to enhance Relationship...
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General Insurance Specialist
6 days ago
Singapur, Singapore Achieve Group Full timeJoin to apply for the General Insurance Specialist (Banking) role at Achieve Group 3 days ago Be among the first 25 applicants Join to apply for the General Insurance Specialist (Banking) role at Achieve Group Get AI-powered advice on this job and more exclusive features. Our client is a reputable bank with a wide coverage of banking products and services in...
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Premier Insurance Specialist
12 hours ago
Singapur, Singapore HSBC Full timeJoin to apply for the Premier Insurance Specialist role at HSBC . We are currently seeking a high calibre professional to join our team as a Premier Insurance Specialist. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, providing borderless banking and world‑class wealth management solutions....
