[Job ID: 1616546]

Job Summary:
A client-focused role supporting high-net-worth insurance applications through precise case management, regulatory compliance, and close collaboration with sales teams.

Responsibilities:

• Manage new business insurance applications in accordance with HNW underwriting standards, internal SOPs, and regulatory requirements.
• Prepare, validate, and support high-value sales illustrations requested by sales consultants and business partners.
• Work closely with sales consultants to facilitate smooth preparation and end-to-end processing of HNW insurance applications.
• Provide accurate and timely updates on application progress to internal stakeholders and sales consultants.
• Maintain complete and accurate client, meeting, and case records within the CRM system.
• Ensure all new business documentation is submitted accurately and within stipulated timelines.
• Support team members with case management, medical requirements, sales presentations, and related documentation.
• Liaise with Finance and New Business teams on paid reports and required financial documentation.
• Ensure strict compliance with internal policies and MAS regulatory requirements.

Requirements:

• Minimum 5 years of experience in sales, client servicing, or relationship management, preferably within the insurance or banking industry.
• Strong interpersonal, relationship management, communication, and presentation skills.
• Proactive, self-motivated, self-disciplined, and committed to service excellence and integrity.
• Demonstrated ability to multitask effectively and perform under tight deadlines in a fast-paced environment.
• Proficiency in English for business communication and documentation.
• Proficiency in Mandarin language for liaising with Mandarin-speaking clients and business partners.
• Prior experience supporting high-net-worth clients and handling complex insurance cases is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

#SCR-chi-jun-tung

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.

As the primary face of our branch banking, you will engage clients through various touchpoints—from in-person consultations to tele-appointments—to understand their unique aspirations. Your role is to offer holistic financial planning, identifying ideal products from our diverse portfolio to secure their future. We believe in cultivating lasting relationships built on trust and professional integrity.

This is an ideal opportunity for a Degree or Diploma holder with a strong interest in wealth management. We value excellent interpersonal skills, a professional demeanor, and the flexibility to work on weekends.

Responsibilities:

• Serve individual retail customers and advise them on various personal banking and financial products and services.
• Engage customers through branch banking touch points, tele-appointments, and outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice.
• Identify suitable financial solutions offered by the bank to meet customers’ financial goals.
• Understand and adhere to banking regulations and guidelines when conducting business.
• Cultivate close long-term relationships with existing clients.
• Conduct regular follow-ups with existing and potential customers to assess their financial needs.

Requirements:

• Bachelor’s degree from a recognized university or a diploma from a local polytechnic.
• Interest in financial planning or wealth management.
• Enjoy interacting with people, good communicator, and able to conduct yourself professionally.
• Willingness to work on a flexible schedule, including weekends.
• Candidates with more years of relevant financial advisory experience will be considered for Senior Wealth Planning Manager position.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

#SCR-chi-jun-tung