Singapore Job Openings
OCBC Bank
Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services
FULL TIME
August 27, 2024
Roles & Responsibilities:
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Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products
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Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation
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Conduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts
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An accredited degree in Banking and Finance or equivalent
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Candidate should have 3-5 years of relevant experience
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Sound analytical mind
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The candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life
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Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client’s portfolio
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Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
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Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
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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
Job Posting: 27-Aug-2024, 8:03:04 PM
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