Life Insurance Referral Management Specialist

Bank of Singapore Limited; Singapore; Vor Ort; SGD 70.000 - 110.000; Vollzeit

Zusammenfassung

Bank of Singapore seeks an experienced insurance referral manager to drive life insurance referral activities and wealth planning collaboration across markets. You will partner with Front Office, bankers and brokers, building a robust referral network while supporting clients with strategic planning and cross-border guidelines.

The role emphasizes collaboration, regulatory knowledge and a structured approach to grow sustainable insurance referrals within OCBC Group's regional network.

Qualifikationen

• 6-10 years of insurance advisory (broker referral model) or wealth planning experience in private banking is highly preferred.
• Comprehensive knowledge of life insurance products and relevant regulations.
• Good interpersonal, communication and client interfacing skills.
• Ability to work in a multi-cultural environment with a diversified client base.
• Strong organizational and multitasking skills with attention to details.
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint).

Aufgaben

• Proactively build strong and trusting partnerships with Front Office Management, Bankers and other specialists in developing and executing the insurance referral management strategy and plans.
• Develop pipeline opportunities and present internally our panel of brokers to Bankers on insurance planning initiatives.
• Provide case support to Bankers and clients of Bank of Singapore including advising on planning strategies.
• Attend meetings with clients, Bankers and our panel brokers with the view of addressing client liquidity needs.
• For avoidance of doubt, the role does not involve the provision of insurance advice or recommendations to clients and discussions are as part of broader wealth planning discussions.
• Travel to support the insurance referral management strategy and plans and adhering to the applicable cross boarder marketing guidelines of the Bank
• Conduct regular reviews/feedback to relevant Product Management team for developing and enhancing our insurance referral capabilities targeted at our focused client segments
• Conduct regular trainings and updates on insurance solutions related topics to Bankers and other related stakeholders
• Develop network of professionals, legal and tax consultants, external advisors that builds an eco-system of service providers to meet client’s needs

Kenntnisse

Insurance advisory

Wealth planning

Client interfacing

Regulatory knowledge

Multi-cultural

MS Office

Tools

Microsoft Office

Jobbeschreibung

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

This position is responsible for implementing the strategic plans and management of the bank’s life insurance referral activities for driving sustainable growth through a structured business approach, as well as to provide case support to our clients across all markets.

Responsibilities

• Proactively build strong and trusting partnerships with Front Office Management, Bankers and other specialists in developing and executing the insurance referral management strategy and plans
• Develop pipeline opportunities and present internally our panel of brokers to Bankers on insurance planning initiatives
• Provide case support to Bankers and clients of Bank of Singapore including advising on planning strategies.
• Attend meetings with clients, Bankers and our panel brokers with the view of addressing client liquidity needs.
• For avoidance of doubt, the role does not involve the provision of insurance advice or recommendations to clients and discussions are as part of broader wealth planning discussions.
• Travel to support the insurance referral management strategy and plans and adhering to the applicable cross boarder marketing guidelines of the Bank
• Conduct regular reviews/feedback to relevant Product Management team for developing and enhancing our insurance referral capabilities targeted at our focused client segments
• Conduct regular trainings and updates on insurance solutions related topics to Bankers and other related stakeholders
• Develop network of professionals, legal and tax consultants, external advisors that builds an eco-system of service providers to meet client’s needs

Qualifications

• 6-10 years of insurance advisory (broker referral model) or wealth planning experience in private banking is highly preferred
• Comprehensive knowledge of life insurance products and relevant regulations
• Good interpersonal, communication and client interfacing skills.
• Ability to work in a multi-cultural environment with a diversified client base.
• Strong organizational and multitasking skills with attention to details
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint)

Let's build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Benefits

• Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices.

Your Opportunity Starts Here

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.