Insurance Specialist, Wealth Management - Standard Chartered Bank

Job Description



Collaborate with Relationship Manager, branch sales staff or New Business teams to provide professional insurance planning services and pre-sales information, meet potential insurance product customers in order to design policy products under their Wealth Management portfolio.



Key Roles & Responsibilities



* Analyze customers' financial situation, identify their financial needs with a view to Insurance products, recommend relevant products and structure solutions to best suit their needs.

* Provide quality after-sales services to maintain the customer relationship, providing advice on subsequent insurance or Wealth product.

* Work closely across all customer touch points, be they Relationship Managers, Sales or Branch staff to maximize services for the customer.

* Coaching Relationship Managers on Insurance products and pitches

* Maintain a high quality of transaction with low error rates and high conversion rates

* Maintain high levels of customer support and in turn help to continue the bank's position as a one stop resource for all our customer's Wealth needs

* Complete adherence to our group standards on KYC and AML policies.

* Comply with all applicable compliance procedures and report any suspicious activities.

* Comply with the guidelines listed in operation manual and product policies on all products delivered to our customers

* Adhere to the highest standard of quality and customer satisfaction

* Achieve satisfactory internal & external audit scores



Qualifications & Skills



* University Graduate (Bachelors degree or above).

* Minimum of 2 years experience in Insurance, Bancasurance or Wealth Product sales

* Demonstrated ability in sales planning and delivery.

* Strong communication and negotiation skills with the ability to influence outcomes.

* Networking ability to manage interdepartmental deliverables.

* Strong inter-personal skills and leadership ability which encourages and promotes enthusiasm and team spirit.

* Candidates currently based in the UAE preferred.



Diversity & Inclusion



Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.

Job Details

Date Posted:	2015-02-25
Job Location:	Dubai, United Arab Emirates
Job Role:	Other
Company Industry:	Banking

Preferred Candidate

Career Level:

Mid Career

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Date Posted: February 25, 2015 at 10:39AM

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Insurance Specialist, Wealth Management - Standard Chartered Bank