Insurance Business Relationship Officer

Responsibilities 

• Client Needs Analysis & Fact-Finding

  • Conduct client meetings/calls (or coordinate through the team) to understand financial goals, risk needs, and long-term planning requirements.

• Sales & Relationship Management

  • Support long-term insurance sales activities (e.g., life/long-term insurance products as applicable).

  • Build and maintain strong relationships with high-net-worth clients, ensuring service quality and responsiveness.

  • Follow up on leads, enquiries, and renewals to support conversion and retention objectives.

• Proposal & Portfolio Preparation

  • Prepare and compile detailed proposal packs and product portfolios tailored to clients’ needs.

  • Ensure proposal documents are accurate, complete, and aligned with approved selling processes, product disclosures, and internal templates.

  • Coordinate with different teams in the bank to ensure smooth proposal submission and follow-up.

• Administrative & Sales Support

  • Maintain proper records of client interactions, proposal documents, and sales progress.

  • Support sales reporting, pipeline tracking, and ongoing management information (MI) requirements.

 Requirements  

• University graduate in Business Administration, Finance, Marketing or related discipline

• Minimum of 1-2 years' experience in bancassurance/insurance business at supervisory level in banks, financial institutions or insurance companies

• Passed in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)

• Presentable, Independent, self-motivated and effective team player

• Good command of written and spoken English and Putonghua

• Strong computer skill and proficient in using AI tools