Wealth Management Insurance Specialist (International HNW Clients)

Our client is a global international bank seeking high calibre experienced insurance specialist/ adviser to succeed in this role to advise it's International HNWI clients in financial services & bancassurance instruments.

• You will conduct presentations and financial analysis to referred leads given by Relationship Managers.
• You will cross-sell financial services to existing customers and uncover financial goals and
• needs of potential and existing customers.
• You will deliver sound financial advisory service and develop customise financial plans to meet customers’ protection needs.
• Marketing various insurance and investment-linked products as well as establishing and maintaining long-term relationships with customers

• prior experienced with selling of HNW insurance product knowledge is a pre-requisite to be considered for this role
• proven sales track records and at least 3 years of insurance sales experience

• degree/ diploma/ CFP/ ChFC
• you should have relevant accreditations including CMFAS Modules 1, 5, 6, 8 and 9 as well as CHI and CGI.
• other relevant achievements (e.g MDRT, overseas sales incentive trips, etc)

• you should possess a high drive and the ability to excel and thrive in a sales-focused environment
• strong communication and  interpersonal skills.