RHB Singapore is a progressive and growing financial organization. We are committed to creating a fulfilling, dynamic and engaging work environment for our team of more than 15,000 employees across locations in ASEAN.
Job DescriptionPrimary Objective:
- To achieve revenue target and new client acquisition targets for Universal Life and Insurance.
- To monitor clients’ policy summary and recommend diversification to meet clients’ financial needs
- To provide innovative product solutions to address customers' retirement planning, savings and financial protection needs and be a key person for long term sustainability
- To strengthen long-term relationships with our customers by providing excellent customer service
Key Responsibilities:
Client Acquisition
- Secure joint appointment with RMs and increase conversion rate of Universal Life and Insurance products to achieve revenue and new client acquisition targets.
- Acquire new retail clients through developing professional relationships
- Maintain sales standards and robust advisory of Universal Life and Insurance products, in accordance to SLA agreement with business partner.
Client Servicing
- Perform client needs analysis
- Provide clients with advisory on Universal Life and Insurance products towards holistic portfolio management
- Establish an advisory process which RMs can tap on while they are on the go, to facilitate their sales call with clients.
- Conduct joint appointment and visitation with RHB clients
- Perform ongoing servicing of client accounts and identify any potential opportunities with extending banking services.
Working with Internal Partners
- Deepen relationship with partners for wider support and marketing fund to achieve departmental goals.
- Work closely with Insurance partners and Commercial banking to deepen cross-sell ratio and cross unit collaboration
- Train and coach sales staff to ensure high level of competency & productivity in insurance.
Requirements:
- Bachelor Degree in Banking/Business Administration/Economics with CMFAS Certification
- Minimum 5 years of relevant experience in retail banking preferably with experience in advisory or specialist role
- Sound knowledge of Insurance products & services, entrench in customers’ need based approach
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
RHB is a dynamic organization that promotes a work culture of high performance, where its biggest asset, the RHB-ians, are continuously developed & nurtured to their fullest potential through its robust talent management practices.
At RHB, we take PRIDE in our people and our teams. Great relationships built on trust, a ‘leading it right’ environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.
Top Skills
What We Do
RHB Bank was established in Singapore in 1961 as UMBC Bank, prior to the country’s independence in 1965. We assumed our present name – RHB Bank Berhad Singapore (RHBS) in 1999, after a series of expansions and strategic mergers. As a bank that has been here since the beginning, we have garnered invaluable experiences and insights which we turn into innovative solutions designed to help individuals and businesses grow and progress.
Throughout the decades in Singapore, we have formed lifetime relationships with our clients and partners who have made us one of the most trusted financial institutions. Together with our experiences, insights and knowledge, we now cater to a cross-section of clients with requirements ranging from personal banking to corporate financing, offering seamless solutions and growing wealth for people and businesses.
Our core businesses are streamlined into Retail Banking, Commercial Banking, Corporate and Investment Banking and Asset Management, offered through RHB Bank Berhad and RHB Asset Management Pte. Ltd.
As a progressive and growing financial institution, RHB Singapore sees the importance of a strong collaborative and cohesive culture while welcoming diversity in views. As part of RHB’s aim to become the employer of choice, talent and career development initiatives are put in place to ensure equal opportunities for personal development and growth among our people. We look forward to having on board talented individuals to join our dynamic and engaging team of more than 600 employees.
For more information, please visit www.rhbgroup.com.sg
