Job description

We are seeking seasoned ex-bankers, insurance professionals and high performing sales professionals with a proven track record to join our dynamic team as Private Wealth Directors.

Responsibilities

Develop and maintain strong relationships with clients.

Provide expert advice on wealth management, investment strategies, and financial planning.

Drive sales and business growth through targeted strategies and client

acquisition.

Stay updated on market trends and regulatory changes to provide informed advice.

Discipline, self-motivated with a positive mindset, ability to work independently and as part of a team.

Select the insurance company and prepare proposal according to clients’ needs;

Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy is fully in force;

Follow up on the progress of all policy notes, monitor payment status and progress of handling notes, and ensure that the policy becomes effective as soon as possible;

Ensure the insurance company policy requirements are satisfied, including any necessary medical examinations, appropriate forms to monitor claims and ensure a fair settlement of customers and insurance companies;

Perform administrative tasks such as collecting premiums, maintaining records and processing strategies etc.

Qualifications

• You have obtained IIQAS certifications I, II, III, V.

• Minimum 2 years of experience in banking, insurance, or financial advisory roles.

• Strong knowledge of wealth management products, including investments, insurance, and estate planning.