Wealth Management Manager, Insurance Business

Key Responsibilities

1. Team Leadership & Performance Management

• Lead and manage a team of 3–4 junior sales to achieve sales targets for assigned insurance products (long-term insurance).

• Provide coaching, guidance, and performance feedback to junior sales to improve sales effectiveness and professionalism.

• Conduct regular team briefings to align on priorities, pipeline status, and key client needs.

2. HNW Client Servicing & Relationship Management

• Manage and oversee sales engagement for HNW clients, including building and maintaining strong relationships with clients.

• Ensure the team provides a superior service standard (timely follow-ups, proactive service updates, and accurate proposals).

• Oversee end-to-end client journey: needs assessment, suitability/disclosure compliance, proposal presentation, and policy servicing support.

3. Sales Planning, Scheduling & Pipeline Control

• Prepare and manage the team schedule (appointments, client meetings, follow-ups, and internal coordination).

• Maintain visibility of the sales pipeline and ensure timely progress for leads, proposals, and renewals.

• Ensure proper client documentation is completed and proposal packs are prepared according to client needs and internal standards.

4. Daily and Weekly Reporting

• Compile, review, and submit daily and weekly sales reports, including:

  • pipeline status (leads/quotes/proposals/close rates)
  • appointments and client meeting outcomes
  • proposals submitted and proposals pending
  • renewals and follow-up actions
  • key issues and escalation items

• Present performance insights and recommend actions to improve conversion and client coverage.

Requirements  

• University graduate in Business Administration, Finance, Marketing or related discipline
• Minimum of 7 years' experience in bancassurance/insurance business at supervisory level in banks, financial institutions or insurance companies
• Passed the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)
• Sales Leadership: Proven experience leading a sales team or managing sales performance for a portfolio.
• Client Relationship Management: Strong capability to serve HNW clients, build trust, and maintain senior-client relationships.
• Reporting & Planning: Strong skills in pipeline management, KPI tracking, and producing daily/weekly reporting for management.