Bancassurance Specialist

2 weeks ago


Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time
Roles & Responsibilities

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance)

Responsibilities

  • Attending to customers and provide financial advice.
  • Plan out and manage investment policies to achieve clients' financial goals.
  • Maintain and develop long-lasting relationships with both existing and potential customers.
  • Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
  • Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
  • Conclude sales through referrals from colleagues.
  • Attend to enquiries from walk-in customers.

Benefits and Prospect

  • Basic salary + high commisions
  • Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
  • Hybrid arrangements - flexible work
  • Medical benefits
  • Internal mobility options

Requirements:

  • Bachelor's degree from a recognized university or a diploma from a local polytechnic
  • Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394
• RCB No. 200007268E
•Derrick Tiew Yong Han EA Registration No. R1877971

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Tell employers what skills you have

Wealth Management
Sales
Referrals
Lifestyle
Aftersales
Financial Planning
Wealth Accumulation
Wealth
Mobility
Banking
Financial Advisory

  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities: Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products Achieve revenue targets set out by management Undertake any other projects from time...


  • Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities: Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products Achieve revenue targets set out by management Undertake any other projects from time...


  • Singapore OCBC (Singapore) Full time

    Job Responsibilities: Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products Achieve revenue targets set out by management Undertake any other projects from time to time Perform joint...


  • Singapore OCBC (Singapore) Full time

    Job DescriptionWe are currently seeking a highly skilled and driven Bancassurance Specialist to lead Bancassurance sales coaching and training initiatives, boosting the performance of our Personal Financial Consultants and driving revenue growth across the organization. The ideal candidate should be able to develop and implement effective strategies,...


  • Singapore PARADIGM RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Summary:We are seeking a results-driven and dynamic Bancassurance Team Manager to lead and manage a team of insurance specialists within our bank. The role is responsible for driving sales performance, ensuring compliance with regulatory standards, and developing effective bancassurance strategies. The ideal candidate will have...


  • Singapore DBS Bank Limited Full time

    Company OverviewDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions...


  • Singapore PARADIGM RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesJob Summary:We are seeking a results-driven and dynamic Bancassurance Team Manager to lead and manage a team of insurance specialists within our bank. The role is responsible for driving sales performance, ensuring compliance with regulatory standards, and developing effective bancassurance strategies. The ideal candidate will have...


  • Singapore OCBC (Singapore) Full time

    Company OverviewOngoing success in the banking industry is built on innovative products and expert advice. OCBC (Singapore) is seeking a skilled Bancassurance Specialist to join our team, driving revenue growth through Bancassurance sales coaching and training.Job Responsibilities:As a key member of our Personal Banking segment, you will provide advisory...


  • Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesJob Summary:Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance)Responsibilities Attending to customers and provide financial advice. Plan out and manage investment policies to achieve clients' financial goals. Maintain and develop...


  • 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 OCBC (Singapore) Full time

    Company OverviewAt OCBC (Singapore), we understand the importance of staying ahead in the banking industry. As a result, we are looking for a dedicated and results-driven Bancassurence Specialist who can take charge of Bancassurance sales coaching and training, helping us to achieve our goals. This is an excellent opportunity for experienced professionals to...


  • 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 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 DBS Bank Limited Full time

    Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...


  • Singapore OCBC (Singapore) Full time

    Our TeamWe are committed to building a diverse and inclusive workplace that fosters creativity and innovation. As a leading financial institution in Singapore, we recognize the importance of providing our employees with ongoing development opportunities and a supportive environment where they can grow professionally and personally. In this context, we are...


  • Singapore Good Job Creations Full time

    Job OverviewWe are seeking a skilled Senior Account Growth Specialist to join our team at Good Job Creations.Key Responsibilities:Conduct in-depth financial analysis and profiling sessions to address customers' needs and objectives.BUILD and strengthen customer relationships by providing regular updates on market trends and insights into local and...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client, a well-established international bank with a strong presence in Asia, is looking to expand its North Asia business by recruiting Offshore Relationship Managers.about the jobDevelop and manage a portfolio of HNW clients across North Asia, with a strong focus on relationship-building and client retention. Identify and...


  • Singapore ADECCO PERSONNEL PTE LTD Full time

    Roles & ResponsibilitiesOur client, a well-established international bank with a strong presence in Asia, is looking to expand its North Asia business by recruiting Offshore Relationship Managers.about the jobDevelop and manage a portfolio of HNW clients across North Asia, with a strong focus on relationship-building and client retention. Identify and...


  • Singapore DBS Bank Limited Full time

    Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...


  • Singapore Great Eastern Full time

    What We OfferAs a valued member of our team, you will have the opportunity to work with a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, we provide insurance solutions to customers through three successful distribution channels – a tied agency force,...