Bancassurance Advisor (Premier Banking Onshore)

Job Description - Bancassurance Advisor (Premier Banking Onshore) (250000LG)

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:

Requirements:

• An accredited degree in Banking and Finance or equivalent.
• Candidate should have 3-5 years of relevant experience.
• 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 advise 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 the ability to work collaboratively across the organization.