Senior Financial Services Consultant
4 days ago
At OCBC Bank, we strive to provide innovative banking solutions that cater to the needs of our clients. Our Premier Banking team is dedicated to delivering exceptional service and tailored financial products to high-net-worth individuals.
Job Description
The Bancassurance Advisor/Counsellor plays a crucial role in providing advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products. This involves collaborating with Premier Banking Relationship Managers (RMs) on client meetings and proposals preparation, as well as conducting continuing education for RMs on High Net-Worth insurance products and financial planning concepts.
Required Skills and Qualifications
To excel in this role, you will need an accredited degree in Banking and Finance or equivalent. A minimum of 3-5 years of relevant experience, sound analytical skills, and a good appreciation of the investment climate are also essential. Additionally, you should have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life. Strong communication and interpersonal skills, as well as a passion for training and coaching in financial planning and legacy planning concepts, are also required.
Benefits
As a member of our team, you can expect a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive remuneration package.
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