Premium Finance Analyst 35k (HNW - ULB)

Job Responsibilities:

• Oversee the premium financing process, from identifying bank partners to managing day-to-day cases.
• Address premium financing inquiries from distribution channels.
• Conduct internal governance control and prepare sales tracking reports.Assist in developing sales & marketing strategies to enhance market share and financial performance for HNW & Unit-Linked businesses (ULB).
• Collaborate with sales teams to create sales tools and forecasts to meet ANP, case count, producer count, and other KPI targets.
• Conduct thorough analysis to derive business insights for shaping sales strategies.
• Aid in ULB and other proposition development projects and business case creation.
• Provide tracking reports to drive action towards achieving sales targets and offer timely information for sales team support.
• Undertake any additional duties and projects as assigned.

Job Requirements:

• Bachelor's degree holder with 3-4 years of experience in HNW and/or ULB.
• Proficient in managing premium financing cases and workflows.
• Strong skills in data analysis and generating business insights.
• Exceptional organizational and communication abilities.
• Profound understanding of insurance products, wealth management solutions, and the HNW segment.
• Ability to work effectively under pressure with multiple priorities.
• Mandatory acquisition of relevant license(s) for regulated activities.