Responsibilities

• Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
• Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Fulfill full compliance to internal compliance policies and procedures as well as the MAS regulatory requirements
• Input data of client, meeting and case file information timely and accurately into CRM system
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
• Support other team members in client meetings, medicals and presentations

Requirements

• Degree holder or above from Finance or related discipline with valid MAS license is highly preferred
• Minimum 5-10 years’ working experience in sales and/ or relationship management experience preferably in the insurance or banking industry
• Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
• Strong relationship development/ management, communication and presentation skills
• Demonstrated ability to multi-task and work under extreme deadlines