Lead the investment business specialist excellence and customer engagement through high-impact insurance sales and pension business support and client relationship management
Job Summary
Lead the investment business specialist excellence and customer engagement through high-impact insurance sales and pension business support and client relationship management.
Drive Market Intelligence for Competitive Advantage by leading analysis of macroeconomic indicators, capital markets, and competitor strategies.
Build Leadership Capability and Performance Culture by recruiting, developing, and coaching high-performing investment business specialist teams.
Matching Summary
Lead the investment business specialist excellence and customer engagement through high-impact insurance sales and pension business support and client relationship management.
Skills & Requirements
Must-have
Insurance sales and pension business support
Client relationship management
Holistic insurance-wealth planning
Market intelligence analysis
Portfolio strategy and risk governance
High-impact advisory capability
Service excellence framework
Nice-to-have
Empowering people to find their 'better'
Healthier, Longer, Better Lives
Customer-centric experience
Talent development initiatives
Cross-functional alignment
Key Requirements
Years of experience in investment business specialist roles
Experience in insurance-linked or traditional products
Expertise in corporate pension fund solutions
Proven track record in HNW client acquisition and management