about the company.
Our client is a globally recognized international health insurance provider specializing in high-end medical protection and healthcare solutions for individuals, corporates, and global citizens.
about the team. You will join an elite Bancassurance Distribution team that serves as the dedicated bridge between the insurer and premier wealth management partners.
key responsibilities.
- Partnering closely with Private & Priority Banking Relationship Managers to identify, qualify, and convert HNW client referrals into successful policy applications.
- Delivering training and product enablement for bank RMs to deepen their understanding of health insurance solutions and referral workflows.
- Performing preliminary medical underwriting screening and coordinating complex cases with internal underwriting and compliance teams.
- Travelling locally to partner bank branches and main centers, with flexibility for digital client meetings as needed.
qualifications.
- Solid track record in advising on International Private Medical Insurance (IPMI), life protection, or wealth solutions within banking, brokerage, or insurer environments.
- Strong knowledge of needs-based consultative selling and regulatory compliance frameworks.
- Valid local insurance license (IIQE) or qualified to obtain prior to commencement.
- Native or fluent in Mandarin and English to effectively communicate with cross-border HNW clients and banking partners.