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

Location: Singapore
Company: Oversea chinese Banking Corporation Limited
foundit (Monster)
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Job Description :

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

Job Description : 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 pr

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

Experience: 3.00-5.00 Years

Apply for this job