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Placement Professionals Hiring! Full Time Sales Consultant, HNW Insurance Brokerage (North Asia) in , Earn up to SGD 12,000 - Ricebowl

Sales Consultant, HNW Insurance Brokerage (North Asia)

Placement Professionals

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

*************

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Role Overview

We are seeking an experienced HNW Insurance Broker consultant to support the growth of our North Asia market. The successful candidate will be responsible for developing new business opportunities and managing client relationships across North Asia with a primary focus on Taiwan, Hong Kong, and China.

Key Responsibilities

Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.

Cultivate and sustain robust ties with consumers and institutional allies to evaluate their wealth objectives and deliver appropriate strategic recommendations, which involves guiding wealthy and ultra-wealthy account holders toward the right life insurance structures for their portfolios.

Perform comprehensive wealth evaluations and diagnostic reviews to pinpoint consumer vulnerabilities, suggesting optimal monetary products and instruments.

Draft and present detailed financial proposals to consumers while continuously managing active accounts and resolving routine operational or technical questions.

Keep abreast of broader economic shifts and shifting legal requirements to guarantee strict alignment with local monetary authority rules, participating in ongoing educational courses and workshops while driving promotional campaigns for distribution allies.

Collaborate closely with internal colleagues to secure maximum consumer retention and the seamless execution of wealth strategies while proactively upgrading your own professional capabilities.

Requirements

Possess exceptional emotional intelligence, articulation capabilities, and portfolio management expertise.

Familiarity with the North Asia market will be an added advantage

CMFAS Certification (M5, M9, M9A, HI)

By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.

Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.

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Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.

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Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.

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