Insurance Product Advisor
4 days ago
OCBC Bank is one of the largest banks in Southeast Asia, with a long history of serving our clients' financial needs. Our Premier Banking team is dedicated to delivering exceptional service and tailored financial solutions to high-net-worth individuals. As a Bancassurance Advisor/Counsellor, you will play a critical role in helping us achieve our business objectives and build strong relationships with our clients.
Job Description
Your key responsibilities will include providing advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products. You will work closely with Premier Banking RMs to deliver exceptional service and tailored financial solutions to our clients. Your expertise will be invaluable in helping us navigate the complexities of the Bancassurance space and stay ahead of the competition.
Requirements
To succeed in this role, you will need a deep understanding of the Bancassurance space, particularly in High Net-Worth products. Your experience working with Premier Banking RMs and your ability to communicate complex financial concepts to clients in a clear and concise manner will be highly valued. Additionally, you should possess excellent analytical and problem-solving skills, as well as a strong passion for training and coaching in financial planning and legacy planning concepts.
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