Universal Life Insurance Advisor – Private Banking

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.

Responsibilities

  • 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

Requirements

  • 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

To Apply:

Interested candidates may send their CV to Wai Leong at cl@chris-consulting.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.

You can find more job listings here.

Copyright © 2009 Chris Consulting Pte Ltd. All Rights Reserved.

 

For Employers

We have a consistent record of successful placements for all our clients and candidates. Explore how Chris Consulting can work for you.

For Jobseekers

We are at the forefront of recruitment market trends and can provide a promising career path for you.

Join Us

It's Challenging, Exciting and Rewarding. A career at Chris Consulting could be for you.