Senior Associate / Associate, Wealth Planning & Insurance Support Specialist, Private Banking Senior Associate / Associate, Wealth Planning &  …

DBS Bank Limited
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
Competitive
DBS Bank Limited
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
Competitive
Senior Associate / Associate, Wealth Planning & Insurance Support Specialist, Private Banking
Business Function

DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

1. Perform case manager's role which includes

  • Prepare policy illustrations and client presentations
  • Arrange medical booking, prepare and obtain documentations such as financial and KYC requirements for case submission to insurer
  • Follow up on outstanding by liaising with bankers, Insurance Specialists, Wealth Planners for new & ongoing cases
  • Prepare quote comparison and credit applications to help expedite case closure
  • Assist in policy contract delivery and arranging for annual policy review.
  • Assist in post sales servicing queries, eg nomination of beneficiaries, change in policy ownership

2. Provide reports for management on

  • Pipeline status
  • Flash reports to Finance
  • Counterparty limits tracking
  • Sales and marketing allowance tracking
  • Client Event Tracking of RSVP and conversion rate

3. Provide admin support for Insurance campaign if required
4. Coordinate and arrange RM training;
5. Identify process improvement opportunities
6.Provide support on Trust Documentation, Trust Marketing proposal
7. Other admin duties as delegated by Supervisor

Desired Attributes:

  • Enjoys working in a fast pace and highly dynamic environment
  • Have an open mindset to learn and be proactive and resourceful in proposing solutions
  • To have or willing to learn intermediate excel skills, such pivot table and vlookup

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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