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Bancassurance Insurance Professional

1 month ago


Singapore OCBC Bank Full time
Bancassurance Specialist Role

In this role at OCBC Bank, you will be working as a Bancassurance Advisor/Counsellor in the Premier Banking division, specifically within Group Consumer Financial Services.

Responsibilities:
  • Provide expert advisory services to clients on High Net-Worth insurance and other suitable Premier Bancassurance products.
  • Collaborate with Premier Banking Relationship Managers (RMs) to deliver excellent client experiences and drive sales growth.
  • Conduct educational sessions for RMs on High Net-Worth insurance products, financial planning, and legacy planning concepts.
Requirements:
  • An accredited degree in Banking and Finance or equivalent.
  • A minimum of 3-5 years of relevant experience in the Bancassurance space.
  • Sound analytical skills and ability to work independently.
  • Experience with High Net-Worth products like Universal Life is essential.
  • Strong passion for training and coaching in financial planning and legacy planning concepts.
  • Maturity, confidence, and excellent communication skills are a must for effective client interactions.
  • Ability to work collaboratively across the organization and adapt to changing priorities.
Work Environment:

This is a permanent, full-time position based in Singapore.