Julian Oh

Index Universal Life

Investment Linked

Retirement

Manager | Banking Sales & Coaching Specialist

Manulife Financial Advisers

Qualifications

Julian Oh brings nearly 20 years of experience in the banking and finance industry, with a strong focus on consumer banking, bancassurance, and branch leadership. Having served across various institutions, he has led both sales and service teams, built high-performance cultures and driven strong frontline execution.

Julian's expertise spans a wide range of financial products- including home loans, credit cards, universal life insurance. equities, ETFs, unit trusts, structured products, bonds, FX, and private equity. He is also a seasoned trainer and coach, having successfully mentored ouer 40 UOB branch RMs using SNAP Selling methodology.

Currently with Manulife Financial Advisers, Julian continues to provide market insights and purposeful coaching to empower teams and deliver tangible business growth.

Topics

Winning at the Frontline:

Practical Sales Strategies for Relationship Managers & Insurance Specialist

In today's competitive advisory landscape, sales success is no longer about pushing products-it's about purpose-driven client engagement. In this energizing session, Julian Oh shares proven frameworks and techniques drawn from his experience managing branch sales and training hundreds of frontliners.

Key takeaways include:

How to apply the SNAP Selling framework to eleuate client conversations
Tips for identifying client needs and mapping solutions effectively
Creating a high-performance mindset in sales teams
Translating product knowledge (eg, insurance, ULPS, ETFs) into client value
Real-life case studies and field-tested coaching tactics

This session is ideal for RMs, financial consultants, and sales leaders looking to improve client acquisition, cross-selling, and overall advisory impact.

Julian Oh

Practical Sales Strategies for Relationship Managers & Insurance Specialist

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