Key Responsibilities:Sales Quotation SupportPrepare and send Quotation Highlights & monthly reports promptlyPrepare Insurer’s Policy IllustrationFamiliar with various insurers’ software and product featuresHandle enquiries from internal and e..
Key Responsibilities:
Sales Quotation Support
Prepare and send Quotation Highlights & monthly reports promptly
Prepare Insurer’s Policy Illustration
Familiar with various insurers’ software and product features
Handle enquiries from internal and external stakeholders
Provide timely assistance to consultants / bankers such as prepare and courier Client Proposal for client meeting
Ensure accuracy and efficiency in data entry
Escalate any system or process errors to prevent future repeated errors
Take on additional responsibilities when necessary
Requirements:
Candidate must possess at least a Diploma / Bachelor’s Degree / Professional Degree or equivalent, any field
Candidate must be highly proficient in Microsoft applications. (e.g. Excel, Word & PowerPoint)
Preferably 1-2 years of working experience in the insurance industry or equivalent
Required language(s): English & Chinese
Excellent in both verbal and written communication skills.
Excellent organisational skills with the ability to handle multiple assignments
A team player with excellent communications and interpersonal skills
Detailed oriented and meticulous
Strong follow up skills and highly independent individual
Customer service oriented and problem-solving skills
Key Responsibilities:
Responsible for the development of new business and client acquisition through the network of private bankers and wealth planners in Global Private Banks.
Build and foster rapport with team leaders and market heads in order..
Key Responsibilities:
Responsible for the development of new business and client acquisition through the network of private bankers and wealth planners in Global Private Banks.
Build and foster rapport with team leaders and market heads 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
Achieve sales targets set by the Company through building a strong sales pipeline and activities.
Requirements:
Degree with at least 6-8 years experience in the private banking / insurance industry as a 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 possess good interpersonal skills with excellent communication and negotiation proficiencies.
Fluent in verbal and written for English and German (Applicable for Swiss consultant)
Fluent in verbal and written for English, Arabic, Hindi will be an advantage (Applicable for International consultant)
