Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services Bancassurance Advisor/Counsellor (Premier  …

OCBC Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
Competitive
OCBC Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
Competitive
OCBC Bank
Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services
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


*LI-JK

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