Bancassurance Advisor/counsellor (premier Banking), Group Consumer Financial Services

Singapore, Singapore

Job Description


Roles & Responsibilities:Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance productsJoint collaboration with Premier Banking RMs on client meetings, and proposals preparationConduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning conceptsQualificationsAn accredited degree in Banking and Finance or equivalentCandidate should have 3-5 years of relevant experienceSound analytical mindThe candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal LifeIdeally candidate should have good appreciation of the investment climate to better advice on financing as part of clientxe2x80x99s portfolioStrong passion in training and coaching in the areas of financial planning as well as legacy planning conceptsCandidate should ideally be mature, confident, and able to play a meaningful role in client meetingsExcellent communication and strong interpersonal skills with ability to work collaboratively across the organization

OCBC Bank

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Job Detail

  • Job Id
    JD1491686
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned