Vision Elite is a Singapore based financial advisory group focused on the emerging affluent and high net worth space within the region. A partnership comprising highly experienced bankers, we aim to provide holistic financial consultancy for individuals and businessess alike.
Job Description
• Providing professional sales service to High Net Worth clients (Thailand market).
• Acquisition of high affluent Thai clients for Universal Life Insurance and direct investment, not restricted to Singapore resident via tele-prospecting, networking and Privilege events, in Singapore and regional countries
• Identify potential opportunities to present Universal Life Insurance to High Net Worth clients
• Liaising with specialist or advisor for the day to day follow up and requests
• Involved in client meetings and policy reviews when necessary.
• Monthly reporting to management on the status of outstanding cases on hand.
• Proficient in English & Thai (conversational) is compulsory
• Able to work within tight deadlines and handle immediate response to customers.
• Good analytical skills, negotiation, problem solving and communication skills
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- Company:
Vision Advisory Elite - Designation:
Business Development Manager Offshore – Thailand Market - Profession:
Accounting / Auditing / Taxation - Industry:
Finance, Others