UHNW Insurance Broker

Placement Professionals, LLC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Placement Professionals, LLC in Singapore seeks an experienced insurance and financial services professional to drive client acquisition and advise on coverage for private banking clients. You will manage ongoing relationships with clients and insurers to deliver tailored solutions while maintaining regulatory compliance.

The role combines sales, advisory, and relationship management within the insurance and financial services space, requiring strong communication and the ability to collaborate

Qualifications

• Bachelor's degree in Business or Finance.
• Minimum 5 years in banking/financial services.
• Excellent communication and interpersonal skills.
• Strong organizational ability with attention to detail.
• Proven sales performance and ability to manage multiple clients and policies.

Responsibilities

• Prospect for new business through sales and marketing activities, while identifying cross-selling opportunities
• Build and maintain relationships with clients, understanding their insurance needs
• Provide professional advice on insurance products and recommend appropriate solutions
• Ensure all activities comply with regulatory requirements and industry standards
• Collaborate with insurance underwriters to secure optimal terms and coverage for clients

Skills

Sales experience

Relationship management

Communication skills

Organizational ability

Education

Bachelor's degree in Business or Finance

Job description

Overview

This role is with a well-established insurance broker firm that partners with private banks to deliver wealth preservation solutions to private banking clients. The position focuses on client acquisition, advisory, and relationship management within the insurance and financial services space.

You will work closely with clients and insurers to provide suitable coverage solutions while ensuring compliance with regulatory standards.
This role combines sales, advisory, and client management, requiring the ability to deliver tailored insurance solutions while maintaining strong partnerships with both clients and insurers.

Key Responsibilities

• Prospect for new business through sales and marketing activities, while identifying cross-selling opportunities
• Build and maintain relationships with clients, understanding their insurance needs
• Provide professional advice on insurance products and recommend appropriate solutions
• Ensure all activities comply with regulatory requirements and industry standards
• Collaborate with insurance underwriters to secure optimal terms and coverage for clients

Requirements

• A Bachelor's Degree in Business or Finance
• At least 5 years of experience in the banking and financial services industry
• Strong communication and interpersonal skills
• Good organisational ability with attention to detail
• Proven sales performance and ability to manage multiple clients and policies

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.