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

Job Description - Bancassurance Advisor/Counsellor (Premier Banking)

Group Consumer Financial Services (240001BM)

Responsibilities:

1. Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products.
2. Joint collaboration with Premier Banking RMs on client meetings and proposals preparation.
3. Conduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts.

Qualifications:

1. An accredited degree in Banking and Finance or equivalent.
2. 3-5 years of relevant experience.
3. Sound analytical mind.
4. Experience in the Bancassurance space, especially in High Net-Worth products like Universal Life.
5. Good appreciation of the investment climate to better advise on financing as part of client’s portfolio.
6. Strong passion for training and coaching in financial planning as well as legacy planning concepts.
7. Mature, confident, and able to play a meaningful role in client meetings.
8. Excellent communication and strong interpersonal skills with the ability to work collaboratively across the organization.