Life Insurance Referral Growth Lead

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Bank of Singapore seeks a seasoned professional to manage insurance referral activities within a private banking framework. You will drive partnerships with Front Office teams, develop broker pipelines, and provide strategic case support to clients across markets.

The role requires strong interpersonal skills, regulatory awareness, and the ability to travel for cross-border initiatives within OCBC Group’s network. A wealth planning background is essential.

Qualifications

• Extensive experience in insurance advisory or wealth planning within private banking.
• Strong interpersonal and client-facing skills across diverse cultures.
• Excellent organizational and multitasking abilities with high attention to detail.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
• Familiarity with cross-border marketing guidelines and regulatory expectations.

Responsibilities

• Proactively build partnerships with Front Office, Bankers and specialists to execute the insurance referral strategy.
• Develop pipeline opportunities and present brokers to Bankers for insurance planning initiatives.
• Provide case support to Bankers and clients, advising on planning strategies.
• Attend client and Banker meetings with brokers to address liquidity needs within broader wealth planning talks.
• Travel to support strategy execution while adhering to cross-border guidelines.
• Provide feedback to Product Management for improving insurance referral capabilities.
• Conduct trainings and updates on insurance solutions for Bankers and stakeholders.
• Develop a network of professionals and advisors to meet client needs.

Skills

Insurance referral

Wealth planning

Private banking

Stakeholder management

Cross-functional collaboration

Regulatory knowledge

Job description

Bank of Singapore seeks a seasoned professional to manage insurance referral activities within a private banking framework. You will drive partnerships with Front Office teams, develop broker pipelines, and provide strategic case support to clients across markets.

The role requires strong interpersonal skills, regulatory awareness, and the ability to travel for cross-border initiatives within OCBC Group’s network. A wealth planning background is essential.