Senior/Sales Director (Private Banking/Insurance Broker)

We have been engaged by our client, a leading pioneer in delivering an integrated three-in-one solution encompassing insurance, trust, and family office advisory services tailored for high-net-worth individuals (HNWIs).

Job Responsibilities:

1. Contribute to delivering quality service to clients and business partners by providing professional advisory services in insurance and liquidity planning.
2. Generate profitable client referrals by engaging and servicing partners and clients.
3. Maintain engagement with clients and partners to develop sustainable referral relationships.
4. Develop new client relationships to ensure a balanced referral source portfolio.
5. Provide professional advice on liquidity planning and insurance needs.
6. Achieve annual net revenue targets.
7. Ensure compliance with internal policies and regulatory requirements.
8. Submit new business documents accurately and timely.
9. Conduct annual policy reviews and provide ongoing service to policyholders.
10. Support team members in client meetings, medicals, and presentations.

Requirements:

1. Bachelor’s degree or higher in Finance or related discipline.
2. Valid MAS license required; candidates without one must obtain it upon employment.
3. 7-15 years of sales or relationship management experience, preferably in insurance or banking.
4. Proactive, self-motivated, disciplined, with integrity and commitment to client service.

Additional Information:

• Only shortlisted candidates will be notified.
• EA Registration Number: R1878287
• Business Registration Number: 201735941W

Job Details:

• Seniority level: Director
• Employment type: Full-time
• Job function: Sales, Finance, and Business Development
• Industries: Insurance and Banking

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