Insurance Broker (AI, HNW, Private Banking)
- Join a leading independent financial advisory with career progression opportunities
- Regular internal and external trainings by experts
- Attractive commission scheme due to lean structure
Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.
Your responsibilities include:
- Acquisition of clients and develop strong customer relationships through working with private bankers, influencers or various channels in regional markets
- Provide wealth planning, protection, preservation solutions to HNW, UHNW, Mega Wealthy clients
- Involvement in sales related activities such as seminars and corporate events
- Covering the following products: UL, IUL, VUL, PPLI
- You have at least a full certificate in GCE “A” level, International Baccalaureate Diploma, Polytechnic Diploma or equivalent.
- You have CMFAS Certifications for M5, M9, M9A and HI.
- Having a network of private bankers from various private banks is an added advantage
- You have an entrepreneurial mindset
- You are a strong relationship builder and networker
- You are adaptable and work well in fast-paced environments
Snaphunt Pte Ltd