Wealth Protection Advisor
3 weeks ago
At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured for our people, customers, and partners.
Job Profile:
The Wealth Protection Specialist plays a crucial role in assisting bank partners in growing their bancassurance space. This involves collaborating closely with bank stakeholders to deliver customer-centric recommendations focusing on health and protection needs of the bank's customers, and building strong and long-term customer relationships.
Key Responsibilities:
- 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, focusing on Health & Protection products to complement their existing protection portfolio
- Liaise with internal departments on policy fulfillment
- Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
- Identify opportunities to promote bancassurance products across existing and new clients
Requirements:
- 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 thrives in a fast-moving environment
- Comfortable with public presentation in an event setting
- Demonstrate resilience and a highly motivated individual
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
-
Wealth Protection Advisor
3 days ago
Singapur, Singapore Prudential plc Full timeAt Prudential, we're committed to helping our customers achieve financial security and peace of mind. As a Wealth Protection Specialist, you'll play a critical role in delivering this promise by working closely with our bank partners to grow their bancassurance space.Key Responsibilities:Develop and implement customer-centric protection strategies to meet...
-
Wealth Advisor/Counsellor
2 weeks ago
Singapur, Singapore OCBC Bank Full timeJob TitleWealth AdvisorJob SummaryAs a Wealth Advisor at OCBC Bank, you will be responsible for providing expert advice and guidance to high net worth individuals and families on their wealth management needs. You will work closely with clients to understand their financial goals and objectives, and develop tailored investment strategies to help them achieve...
-
Wealth Lending Advisor
3 weeks ago
Singapur, Singapore DBS Bank Full timeJob SummaryAs a Wealth Lending Advisor at DBS Bank, you will play a crucial role in providing personalized and suitable solutions to our Wealth customers on wealth lending relating to real estate. Your primary objective will be to grow mortgage business for both Singapore and Overseas Property Financing, driving recurring and sustainable revenue.Key...
-
Wealth Lending Advisor
7 days ago
Singapur, Singapore DBS Bank Full timeJob SummaryAs a Wealth Lending Advisor at DBS Bank, you will play a crucial role in providing personalized and suitable solutions to our Wealth customers on wealth lending relating to real estate. Your primary objective will be to grow mortgage business for both Singapore and Overseas Property Financing for recurring and sustainable revenue.Key...
-
Singapur, Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...
-
Wealth Protection Specialist
4 weeks ago
Singapur, Singapore Prudential plc Full timeAbout the Role:The Wealth Protection Specialist plays a crucial role in assisting bank partners in growing their bancassurance space. This position requires close collaboration with bank stakeholders to deliver customer-centric recommendations focusing on health and protection needs of the bank customers and to build strong and long-term customer...
-
Senior Wealth Lending Advisor
4 weeks ago
Singapur, Singapore DBS Bank Full timeJob SummaryDBS Bank is seeking a highly skilled Senior Wealth Lending Advisor to join our Consumer Banking Group. As a key member of our team, you will be responsible for providing personalized and suitable solutions to our wealth customers on wealth lending relating to real estate.Key ResponsibilitiesDeliver Singapore and Overseas Property Financing new...
-
Wealth Protection Specialist
4 months ago
Singapur, Singapore Prudential plc Full timePrudential’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 assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support...
-
Financial Advisor Opportunities in the UAE
3 weeks ago
Singapur, Singapore The St. James's Place Wealth Management Group Full timeUnlock Your Potential as a Financial Advisor in the UAEWe are seeking a skilled and motivated Financial Advisor to join our team in the UAE. As a Financial Advisor with The St. James's Place Wealth Management Group, you will have the opportunity to build a successful business and provide exceptional advice to clients.What We Offer:Full training and...
-
Client Advisor Assistant Manager, Private Wealth
4 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a legacy exceeding 80 years,...
-
Wealth Proposition Advisor
4 months ago
Singapur, Singapore AIA Full timeFIND YOUR 'BETTER' AT AIA If you believe in better, we’d love to hear from you. About the Role As the Wealth Advisor, the jobholder is the subject matter expert on trust, tax and estate planning matters, and delivers our High Net Worth (HNW) services in driving our business in the segment. The jobholder will lead the development of related...
-
Senior Client Advisor, Private Wealth Expert
2 weeks ago
Singapur, Singapore United Overseas Bank Full timeAbout UOBUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories. Our history spans more than 80 years, guided by our values – Honorable, Enterprising, United and Committed.About the DepartmentOur team is dedicated to providing exceptional service to our clients,...
-
Client Advisor Assistant Manager, Private Wealth
4 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a rich history of...
-
Wealth Advisory Intern
2 weeks ago
Singapur, Singapore StashAway Full timeStashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...
-
Client Advisor, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeClient Advisor, Private Wealth Posting Date: 08-May-2023 Location: Singapore (City Area), Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North...
-
Investment Advisor
1 week ago
Singapur, Singapore IFAST FINANCIAL PTE. LTD. Full timeJob Title: Investment AdvisorWe are seeking a skilled Investment Advisor to join our team at iFAST FINANCIAL PTE. LTD. As an Investment Advisor, you will be responsible for providing personalized wealth management solutions to clients and helping them grow their assets.Key Responsibilities:Recommend a range of wealth management products to clients, including...
-
Client Advisor Assistant Manager, Private Wealth
4 weeks ago
Singapur, Singapore United Overseas Bank Full timeManager, Client Advisor Assistant, Private Wealth About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a legacy of more than...
-
Senior Client Advisor, Private Wealth
4 months ago
Singapur, Singapore United Overseas Bank Full timeSenior Client Advisor, Private Wealth Posting Date: 08-May-2023 Location: Singapore (City Area), Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and...
-
Vice President, Wealth Management Advisor
4 days ago
Singapur, Singapore United Overseas Bank Full timeVice President, Wealth Management Advisor Company: United Overseas Bank Limited About United Overseas Bank United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America....
-
Independent Financial Advisor
2 months ago
Singapur, Singapore Click and Connect Online Limited Full timeIndependent Financial Advisor Singapore Singapore Competitive Package Self Employed Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Singapore We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an...