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

Posted: 25-Jan-23

Location: Singapore, Singapore

Type: Full Time

Salary: Open

Internal Number: 18569222

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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