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Morgan McKinley

UHNW Insurance Broker

Early Applicant
  • Posted a month ago
  • Be among the first 10 applicants
5-7 Years

Job Description

The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.

About the Job

  • Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
  • Develop and maintain relationships with clients and understand their insurance needs
  • Provide clients with sound advice on insurance products and recommend suitable solutions
  • Ensure compliance with regulatory requirements and industry standards
  • Work closely with insurance underwriters to secure the best terms and coverage for clients

Requirements & Skills

  • Bachelor&aposs Degree in Business or Finance
  • Minimum 5 years of experience within the banking and financial services industry
  • Excellent communication and interpersonal skills
  • Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
  • Strong sales track record

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Morgan McKinley Pte Ltd

Claudia Wong

EA License No: 11C5502

EAP Registration No: R2199597

More Info

Date Posted: 30/08/2025

Job ID: 125124049

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Last Updated: 28-09-2025 09:29:34 PM
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