Wealth Protection Specialist

3 weeks ago


Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full time
Roles & Responsibilities

Job Profile Summary:


The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.


Job Description:

  • Establish and define the customer’s protection needs
  • Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
  • Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio.
  • Liaise with internal departments on policy fulfilment
  • Achieve channel bancassurance targets in partnership segments through telemarketing and referrals

Who we are looking for:

Competencies & Personal Traits

  • Exhibit ability to deliver effective communication and excellent interpersonal skills
  • Able to multi-task and meet tight deadlines
  • Good presentation and negotiating skills
  • Strong stakeholder management skills in influencing and persuasion
  • Dynamic individual who strives in fast moving environment

Working Experience:

  • 2 years of relevant experience in bancassurance or telemarketing
  • Possess CFMAS, M9, M9A, M5, and HI certifications

Education:

  • Degree/Diploma in Business or related fields of study

Language:

  • English

Tell employers what skills you have

Management Skills
Sales
Able To Multitask
Customer Experience
Financial Planning
Customer Relationships
Wealth
Team Player
Customer Service
Stakeholder Management
Insurance

  • Singapore Prudential Hong Kong Limited Full time

    Wealth Protection Specialist Wealth Protection Specialist Apply locations Singapore time type Full time posted on Posted 2 Days Ago job requisition id 24120019Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion...


  • Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full time

    Roles & ResponsibilitiesJob Profile Summary:The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.Job...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...

  • Wealth Specialist

    4 days ago


    Singapore Juzzmarketingservices Full time

    Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...


  • Singapore HSBC Full time

    **Required Skills and Qualifications**To succeed in this role, you will need:A deep understanding of insurance products and wealth management concepts;Excellent technical skills, including ability to analyze complex data and identify opportunities;Strong communication and interpersonal skills, with ability to work effectively with diverse stakeholders;Proven...


  • Singapore This Is An IT Support Group Full time

    Job OverviewThis Is An IT Support Group is seeking a seasoned Data Protection Specialist to join our team. The ideal candidate will have a proven track record of protecting patient data and ensuring compliance with regional regulations. This role requires strong analytical skills, excellent communication abilities, and the ability to work effectively in a...


  • Singapore PSA International Full time

    Unlock Your Potential Join Recruit Success Pte. Ltd. and embark on a career journey that offers limitless opportunities for growth and success. As a Wealth Growth Specialist, you will play a crucial role in driving business development and delivering exceptional results in the field of wealth management. Competitive Remuneration Package Our remuneration...


  • Singapore VA Cornerstone Wealth Full time

    At VA Cornerstone Wealth, we're seeking a Financial Planning Specialist to join our team. This is a full-time on-site role located in Singapore.Job Summary:The successful candidate will be responsible for providing expert financial advice to clients, analyzing complex financial data, creating personalized financial plans, and recommending suitable investment...


  • Singapore Shopee Full time

    Job Highlights:We are currently seeking a talented Financial Protection Specialist to join our team! This is a fantastic opportunity for someone with a passion for risk management and a desire to work with cutting-edge technologies. The ideal candidate will have a solid understanding of financial protection principles and be able to develop effective...


  • Singapore Invictus Advisory Full time

    As a Wealth Planning Specialist at Invictus Advisory, you will be responsible for providing tailored financial solutions to clients. Our team is passionate about delivering exceptional results and offers comprehensive on-the-job training for professional development.About Us:We offer B2B and B2C solutions in the current financial services space. With...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesDouble Your Income in 2025 as a Premier Wealth AdviserThink of how much you made last year, you would not say no to making two to three times of that this year right?The first thing you need to focus on is your “Why”…Why do you need to increase your earnings? For your lifestyle? For your family? For your passion?We will show you...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesDouble Your Income in 2025 as a Premier Wealth AdviserThink of how much you made last year, you would not say no to making two to three times of that this year right?The first thing you need to focus on is your “Why”…Why do you need to increase your earnings? For your lifestyle? For your family? For your passion?We will show you...


  • Singapore SPO - JiaHao Full time

    At SPO - JiaHao, we're seeking a skilled Wealth Portfolio Specialist to join our team. As a Wealth Manager, you will play a vital role in helping clients plan and manage their financial portfolios.Key Responsibilities:Develop and implement tailored wealth management strategies for clientsProvide exceptional customer service and deliver premium advisory...


  • Singapore Ark Group International (Hong Kong) Limited Full time

    Job Responsibilities:As a Wealth Management Specialist at Ark Group International (Hong Kong) Limited, you will be responsible for supporting Relationship Managers in their daily activities, including account opening and maintenance, transaction execution, and handling clients' enquiries.Your responsibilities will include preparing business analyst reports,...


  • Singapore Talent Trader Group Full time

    We are looking for an experienced Fire Protection Specialist to join our team at Talent Trader Group. In this role, you will be responsible for assisting in the coordination and execution of fire protection projects in the marine and oil & gas industries.Key Responsibilities:Assist in the preparation of project documentation, including proposals, schedules,...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesPremier Wealth Adviser (High-Net-Worth and Affluent clients)We all know how rewarding this career can be for the right people: Earn multiple streams of unrestricted income based on the effort you put in. Work flexible hours, choose which clients to serve, and what kind of financial expert to be. Build a business and become the boss...


  • Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesPremier Wealth Adviser (High-Net-Worth and Affluent clients)We all know how rewarding this career can be for the right people: Earn multiple streams of unrestricted income based on the effort you put in. Work flexible hours, choose which clients to serve, and what kind of financial expert to be. Build a business and become the boss...


  • Singapore PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd) Full time

    About the Role:We are looking for a Wealth Management Specialist who can provide tailored financial advice to clients and help them achieve their life goals. As a key member of our team, you will be responsible for attending to customers, planning investment policies, and maintaining long-lasting relationships with clients.In addition to your technical...


  • Singapore HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...