An opportunity to move up to Private Banking…
My client is in the business life insurance advisory wealth structuring and transfer planning solutions for HNW, affluent individuals and executives of multi-national corporations. They are looking for a self- motivated individual to join their team as Universal Life Specialist.
- Work closely with Private Bankers relationship managers from Global Private Banks to deliver product propositions that integrate life insurance into their overall wealth management solutions for high net worth individuals
- Participate in servicing of existing & potential High Net-worth clients
- Service clients by recommending and maintaining appropriate insurance coverage
- Analyze customer inquiries by providing information on products / services
- Match customer needs to insurance company’s products / services
- Generate new business opportunities by recommending products/services where appropriate
- Up-sell or cross-sell products/services to existing clients
- Degree holder with at least 5 years proven results in providing financial advisory to ultra-high net worth clients
- Good knowledge of the Wealth Management / Private Banking industry
Interested candidates may send their CV to Wai Leong at email@example.com (Reg. no. R1103945) quoting the job title in the Subject line. We regret that only shortlisted candidates will be notified.
Chris Consulting Pte Ltd
60 Paya Lebar Road #13-34
Paya Lebar Square, Singapore 409051
We regret that only short listed candidates will be notified.
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