Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services - (240001BM)
Description
Roles & Responsibilities:
- Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products
- Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation
- Conduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts
Qualifications
- An accredited degree in Banking and Finance or equivalent
- Candidate should have 3-5 years of relevant experience
- Sound analytical mind
- The candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life
- Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client’s portfolio
- Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
- Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
- Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
Primary Location
: Singapore
Job
: Bancassurance Specialist
Organization
: Personal & Premier Banking Onshore
Schedule
: Permanent
: Full-time
Job Posting
: 02-Oct-2024, 10:10:06 AM
Read Full Description