- Singapore
全职 Sales Consultant, HNW Insurance Brokerage (North Asia) 工作, 薪水 up to SGD 12,000, Placement Professionals 公司招聘中 - Ricebowl
分享
保存
工作地点
职位描述
岗位职责
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.
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.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
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.
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.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多