Job Description
Responsibilities Maintain consistent engagement of bankers in developing robust and sustainable referral relationships Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio Provide professional and quality advice to clients on their liquidity planning and insurance needs Achieve annual target of net revenue or an amount agreed upon during the annual review Fulfill full compliance to internal compliance policies and procedures as well as the MAS regulatory requirements Input data of client, meeting and case file information timely and accurately into CRM system Submit new business documents timely and accurately Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner Support other team members in client meetings, medicals and presentations Requirements Degree holder or above from Finance or related discipline with valid MAS license is highly preferred Minimum 5-10 years' working ex...