We are an equal-opportunity employer. All applications received will be used strictly for selection purposes only. Your application may also be considered for other suitable positions within the company. Unsuccessful applications will be destroyed after 6 months.
Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
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