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Skills:

IC License, IP License, CFP, English

Job type:

Full-time

• Develop Unit Linked capability of agents through agency leader development, curriculum, sales tools this includes: TTT, certified agents, investment workshops, UL training schedules, trainer resource and budget control.
• To liaise with agency channels to create Unit Linked sales training and provide appropriate academic support.
• Work closely with other agency functions and/or external organization to ensure the provided programs are align and support business strategy..
• Develop curriculum based on the company requirements.
• Monthly meetings with CASO and working team with detailed actions on requirements.
• Design new curriculum for agency forces to come up with new initiative for driving sustainable growth..
• Provide comprehensive training to support key strategies of the company ( i.e. product knowledge, sales skills, and management program).
• Plan and execute training schedules, manage training resource and allocated budget.
• Evaluate the courses to feedback for curriculum development..
• Plan and execute training events for agents in the upcountry and to ensure that the roadshow support sales strategy.
• Support agents and agency leaders to work efficiently and keep up for high quality performance.
• Support agency channel s activities and other activities related to company, regional office, or global office.
• Support Chubb s financial planner and full-time agent development program aka Champion Hubb program.
• Other assignments.
• Bachelor s degree or higher in Education, Business Administration, Learning Technology, HRD or related field.
• Experience in conduct training and curriculum development, especially in IC license and Unit Linked product.
• Have IC license or IP license, the professional financial planning certificates (i.e. CFP, AFTP, FChFP or AChFP) are preferable.
• Preferable experience working for life insurance company in agency channel but not always necessary.
• Good command in English..
• Competency require (Knowledge, Skills, Attribute).
• Excellent communication / presentation / public speaking / problem solving and people management skill.
• Be able to perform multi-tasking and prioritizing.
• Eager to learn and adopt new approach to achieve the company s goals.
• Ability to work independently.
• Positive attitude.

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Lead and manage the SCB Private Banker Ultra team, ensuring team members can recommend appropriate investment products and achieve performance targets.
• Develop and maintain strong relationships with high-net-worth clients, offering personalized onshore and offshore banking solutions, expert advice on portfolio management, financial products, investment opportunities, and wealth structuring.
• Acquire new clients through strategic networking with existing networks and targeted prospecting efforts.
• Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals.
• Collaborate closely with wealth management teams, including the Chief Investment Office team, Wealth Planning, and Family Office, to enhance client outcomes.
• Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or a related field.
• Minimum 10 years of experience in Private Banking, Investment, or Wealth Management, experience in working with high-net-worth clients is preferred.
• Experience in offshore investments or offshore work is an advantage.
• Holder of relevant investment and insurance licenses; CFP certification is a plus.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Fluent in both spoken and written English.
• Strong interpersonal and leadership skills, with a passion for sales and client service, hard-working, ambitious, and capable at delivering effective presentations.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.