Drive insurance business growth through effective management of bank partnerships
Support product positioning and go-to-market strategies to maximize bancassurance performance under UHNW segment.
Client Relationship Management
Build and maintain strong, long-term relationships with UHNW Financial Consultants.
Deliver personalized, high-quality client servicing to enhance customer satisfaction and retention
Financial Advisory & Solutions
Provide holistic financial advice with suitable insurance and wealth solution.
Assess clients’ financial goals and risk profiles to recommend suitable insurance and wealth solutions
Product Advisory & Sales Enablement
Analyze customer insurance needs and recommend tailored product solutions
Demonstrate strong understanding of various insurance products (e.g., protection, savings, unit-linked)
Work closely with Bank Financial Consultants to deliver integrated and effective product solutions
Market Intelligence & Competitive Positioning
Maintain up-to-date knowledge of:
Market trends
Product Information
Competitor offerings and key selling points
Leverage insights to position products competitively and enhance sales effectiveness
Stakeholder Coordination & Process Improvement
Coordinate with internal teams (product, operations, underwriting, claims) to resolve issues impacting sales efficiency
Training & Capability Development
Support training initiatives for bank partners and internal teams
Ensure end‑to‑end accuracy of premium collection processes for both new and renewal business, including AML screening, premium posting in the core system (AS400), and preparation of premium receipt reports for accounting.
Review and validate premium collection transactions to confirm completeness, accuracy, and compliance with company policies, standard operating procedures, and regulatory requirements.
Monitor and control each stage of the collection workflow to ensure disciplined execution, adherence to internal control standards, and timely identification and escalation of errors or exceptions.
Coordinate closely with the Collection colleague and related team to maintain smooth daily operations, provide technical guidance on issue resolution, and ensure consistent process application across all cases. *Payment Method coming from
Digital Payment Method (Gen Pay)
Transfer (Sale Channels, Call Center)
Cheque / – Customer Walk-in
Billing Notification Letter
Bank Deduction (Renewal – Recurring Payment)
Premium Reconciliation and Control Management
Reconcile premium collections, bank statements, and related charges to ensure accuracy, completeness, and timely closure.
Review and validate reconciliation results in a checker capacity, ensuring compliance with internal control standards and audit requirements.
Investigate, analyze, and resolve reconciliation discrepancies within defined SLA.
Drive continuous improvement by identifying control gaps, streamlining reconciliation workflows, and supporting automation initiatives.
Refund Premium Collection to customers
Execute the premium refund process by coordinating with banks and internal stakeholders, including POS and Accounting.
Ensure timely and accurate updates of refund transactions in the premium reconciliation records for accounting purposes.
Liaise with banks to resolve refund issues or delays promptly, ensuring smooth resolution and a positive customer experience.
Special Projects and Process Improvement
Design and implement automation (RPA / system enhancement) to reduce manual work, error rate, and turnaround time.
Be able to initiate transformation of premium collection processes across all payment channels (digital, transfer, cheque, bank deduction).
Partner with IT, PMO, and vendors to deliver transformation projects.
Redesign collection and reconciliation processes with embedded controls and audit readiness.
Establish standardized SOPs, control checkpoints, and escalation mechanisms.
Ensure alignment with Group policies, OIC requirements, and internal audit expectations.
Qualification
Bachelor’s degree in Finance, Business Administration, Economics, or related field (Master’s degree or CFA preferred).
Minimum 5–7 years of experience in private banking, wealth management, or relationship management.
Proven track record of managing high-net-worth client relationships and growing assets under management.
Strong knowledge of investment products, credit structures, and wealth planning solutions.
Analytical mindset with the ability to assess complex financial situations.
Results-driven, proactive, and resilient under pressure.
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