Insurance Specialist, Private Bank
5 days ago
Insurance Specialist Our client, a leading international private bank, is seeking an Insurance Specialist to join its Wealth Planning team . This role focuses on supporting and expanding the life insurance business in Asia by partnering with Relationship Managers and external brokers to deliver high-net-worth insurance solutions. Key Responsibilities Partner with Relationship Managers to identify opportunities, provide insurance expertise, and coordinate client meetings with approved brokers. Support clients and brokers throughout the insurance process, including case administration, credit coordination, and periodic portfolio reviews. Manage relationships with external brokers and insurers, maintain product lists, and oversee the approval and periodic review of insurance products and commission structures. Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. Monitor and report on insurance activities, including pipeline tracking, monthly/quarterly sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations. Requirements Bachelors degree in Banking, Finance, or a related field; CMFAS Modules 5, 9, and 9A are an advantage. Minimum 5+ years of experience in life insurance advisory within a bank, insurance brokerage, or insurance company. In-depth knowledge of life insurance solutions for high-net-worth clients (e.g., universal life, premium-financing structures). Strong communication and presentation skills in English and Mandarin to liaise effectively with clients and stakeholders. Proactive, detail-oriented, and able to work independently in a small, collaborative team environment. Solid understanding of risk, compliance, and banking regulations. Whats on Offer Opportunity to shape and grow a HNW life insurance business within a global private bank. Close collaboration with senior Wealth Planners, Relationship Managers, and international insurance partners. Competitive compensation package and career development within a dynamic wealth management platform. #J-18808-Ljbffr
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Insurance Specialist
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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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VP/ AVP, KYC Specialist
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Insurance Specialist
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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
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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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General Insurance Specialist
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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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Singapur, Singapore DBS Bank Full timeOverview VP / AVP, Front Office Onboarding Specialist, Private Banking, Consumer Banking Group role at DBS Bank . DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in...
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Singapur, Singapore DBS Bank Full timeOverview DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s...
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Singapur, Singapore DBS Bank Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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VP/ AVP, KYC Specialist
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Singapur, Singapore DBS Bank Limited Full timeOverview Business Function: DBS Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to...
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Singapur, Singapore DBS Bank Full timeSVP/VP, Mandate Solutions Specialist, Private Banking, Consumer Banking Group Job posting date: Sep 25, 2025 Location: Singapore-DBS Asia Central Responsibilities Collaborate with PBTPC Front Office (RMs and Investment Counsellors), CIO Office, and other stakeholders to market DPM and Managed Investment (MI) solutions managed under the CIO and DPM offices....
