Bancassurance Specialist

1 month ago


Singapur, Singapore OCBC Bank Full time
Job Summary

We are seeking a highly skilled Bancassurance Specialist to join our team at OCBC Bank. The successful candidate will be responsible for providing advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products.

Key Responsibilities
  • Provide expert advice on High Net-Worth insurance and Premier Bancassurance products to clients
  • Collaborate with Premier Banking Relationship Managers on client meetings and proposal preparation
  • Conduct training and education sessions for Relationship Managers on High Net-Worth insurance products and financial planning concepts
Requirements
  • Accredited degree in Banking and Finance or equivalent
  • 3-5 years of relevant experience in Bancassurance
  • Sound analytical mind and strong communication skills
  • Experience in High Net-Worth products, especially Universal Life
  • Strong passion for training and coaching in financial planning and legacy planning concepts
  • Mature and confident individual with excellent interpersonal skills
Working Arrangements

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



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