Director, Insurance Specialist, WM

RESPONSIBILITIES Strategy

• Sales Activity & Conversion
• To work with Relationship Managers in achieving the target number of referrals and conversion.
• To train the Relationship Managers via regular training, workshops and case-studies in order to deliver on product knowledge, insurance proposition/pitch, processes and sharing of new ideas.
• To generate ideas and action plan on increasing sales activity and other relevant financial drivers.

• To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
• To ensure a systematic review process for existing policyholders.
• To ensure that customer enquiries are promptly attended to.

• To provide prompt and regular reporting of leads, sales activity and pipeline cases.
• Work closely with internal partners (e.g. Relationship Managers, fiduciary, and credit teams) and external partners (e.g. insurance providers) on case management.

• Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners

• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
• To adhere strictly to the FAA & good practices guideline, include attending weekly/monthly coaching, meeting & obtaining the required CPD hours.

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.

• Priority International Clients Relationship Managers & Team Managers, Credit team, Insurance Providers.

• Bachelor Holder and above
• 5+ years of experience in bancassurance specialist role
• Product knowledge:
  Legacy planning, 3G cross generation retirement income planning and portfolio planning
• M5, M9, M9A, M8, M8A, HI, PGI, COM GI- CMFAS certifcations

• Effective Communications
• Addressing Customer Needs
• Cross Selling
• Customer Retention
• Field Sales

We’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we’ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you’re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.

You can count on us to celebrate your unique talents and we can’t wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you’ll see how we value difference and advocate inclusion.

Together we:

• Do the right thing
  and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle,continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together,we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter,we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance,with flexible and…