Role Overview

We are seeking an ambitious individual to join the role of Insurance Product Expert within International Wealth and Premier Banking (IWPB), serving 41 million customers worldwide.

Principal Responsibilities

• Meeting of KPIs
  • Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
  • Drive productivity, participation, revenue, and sales quality.
• Sales Activities & Management
  • Support Relationship Managers and Branch Leaders to improve customer satisfaction.
  • Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
  • Identify opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.