Bancassurance advisor/counsellor
1 month ago
Job Description - Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services (240001 BM)
Responsibilities:
Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products.
Joint collaboration with Premier Banking RMs on client meetings and proposals preparation.
Conduct continuing education for RMs on High Net-Worth insurance products, financial planning, and legacy planning concepts.
Qualifications:
An accredited degree in Banking and Finance or equivalent.
3-5 years of relevant experience.
Sound analytical mind.
Experience in the Bancassurance space, especially in High Net-Worth products like Universal Life.
Good appreciation of the investment climate to better advise on financing as part of clients’ portfolios.
Strong passion for training and coaching in financial planning and legacy planning concepts.
Mature, confident, and able to play a meaningful role in client meetings.
Excellent communication and strong interpersonal skills with the ability to work collaboratively across the organization.#J-18808-Ljbffr
-
Bancassurance Advisor/Counsellor
24 hours ago
Singapore OCBC Bank Full timeRoles & Responsibilities:Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance productsJoint collaboration with Premier Banking RMs on client meetings, and proposals preparationConduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning...
-
Bancassurance Insurance Professional
1 month ago
Singapore OCBC Bank Full timeBancassurance Specialist RoleIn 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...
-
Singapore OCBC Bank Full timeJob Description - Investment Advisor/Counsellor, Group Consumer Financial Services (240001 BG)Position Overview:Investment Advisor/Counsellor, Group Consumer Financial Services - (240001 BG)Responsibilities: Provide portfolio advisory support to Relationship Managers (RMs), focusing on Unit Trust & Treasury Products. Interpret and forecast economic data,...
-
Singapore OCBC Bank Full timeJob Description - Investment Advisor/Counsellor, Group Consumer Financial Services (2400015 T)Responsibilities:Provide portfolio advisory support to Relationship Managers (RMs), focusing on Unit Trust & Treasury Products. Interpret and forecast economic data, translating them into actionable trade or product ideas, and source investment products. Provide...
-
OCBC Bank | FX Advisor/Counsellor
2 weeks ago
Singapore OCBC Bank Full timeJob Description - FX Advisor/Counsellor - Wealth Specialists (240000AI)FX Advisor/Counsellor - Wealth Specialists -(240000AI )Primary Responsibilities: To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. Monitor and ensure prompt execution of all FX products under the Premier FX product shelf. Call on...
-
Singapore UNITED OVERSEAS BANK LIMITED Full timeRoles & ResponsibilitiesJoin us today as our Bancassurance Specialist Whether you are graduating soon or thinking of career advancement within the banking space, why not explore with UOB? As a Bancassurance Specialist, you can expect to embark on an exciting and rewarding career track with an attractive remuneration scheme Either by providing accurate...
-
University and Career Guidance Counsellor
3 weeks ago
Singapore XCL WORLD ACADEMY PTE. LTD. Full time $6,200 - $11,406XCL World Academy is seeking to appoint a dynamic, experienced University and Career Guidance Counsellor. This is a full-time contract position commencing from 1st August 2025.Main ResponsibilitiesSupporting and implementing a career education programme for SY Students.To inform and guide SY Students and parents about tertiary education options.To guide high...
-
Singapore This is an IT support group Full timeXCL World Academy is seeking to appoint a dynamic, experienced University and Career Guidance Counsellor. This is a full-time contract position commencing from 1st August 2025. Main Responsibilities Supporting and implementing a career education programme for SY Students. To inform and guide SY Students and parents about tertiary education options. To guide...
-
Singapore Illinois CPA Society Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...
-
University & Career Guidance Counsellor
3 weeks ago
Singapore XCL WORLD ACADEMY PTE. LTD. Full timeRoles & ResponsibilitiesXCL World Academy is seeking to appoint a dynamic, experienced University and Career Guidance Counsellor. This is a full-time contract position commencing from 1st August 2025.Main Responsibilities Supporting and implementing a career education programme for SY Students. To inform and guide SY Students and parents about tertiary...
-
University & Career Guidance Counsellor
2 weeks ago
Singapore XCL WORLD ACADEMY PTE. LTD. Full timeRoles & ResponsibilitiesXCL World Academy is seeking to appoint a dynamic, experienced University and Career Guidance Counsellor. This is a full-time contract position commencing from 1st August 2025.Main Responsibilities Supporting and implementing a career education programme for SY Students. To inform and guide SY Students and parents about tertiary...
-
Risk Management Advisor
3 weeks ago
Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full timeWe are seeking a talented Wealth Protection Specialist to join our team at PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED. This is an exciting opportunity for someone who is passionate about helping individuals and families protect their financial well-being.Job DescriptionIn this role, you will be responsible for assisting bank partners in growing the...
-
Singapore DBS Bank Limited Full time**DBS Bank Limited: A Leading Financial Institution in Asia**We are a leading financial institution in Asia, dedicated to helping our customers realise their dreams and ambitions. As a market leader in the consumer banking business, we offer a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and...
-
Expert Wealth Advisor
4 weeks ago
Singapore NUVAMA INVESTMENT ADVISORS PRIVATE LIMITED Full timeRole OverviewWe are seeking a skilled Investment Counsellor to join our team at Nuvama Investment Advisors Private Limited.Job SummaryThis is a challenging role that requires a high level of expertise in investment management and advisory services. The successful candidate will have 8+ years of experience in private wealth units of banks, NBFCs, EAMs, and...
-
Premier private client
2 months ago
Singapore OCBC Full timeAs a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of...
-
Genetic Advisor
3 weeks ago
Singapore KK WOMEN'S AND CHILDREN'S HOSPITAL PTE. LTD. Full timeWe are seeking a skilled Genetic Counsellor to join our team at KK Women's and Children's Hospital. This is an exciting opportunity for a professional who is passionate about genetics and providing expert support to patients and their families.As a Genetic Counsellor, you will play a vital role in delivering care to patients with a personal or family history...
-
Financial Advisor
4 weeks ago
Singapore NATIONAL HEALTHCARE GROUP POLYCLINICS Full timeNATIONAL HEALTHCARE GROUP POLYCLINICS seeks a Financial Counsellor to join our team.About the RoleThis is a challenging and rewarding position that requires strong organizational skills, attention to detail, and excellent communication skills. As a Financial Counsellor, you will be responsible for providing financial counseling services to patients,...
-
Premier Private Client
4 months ago
Singapore OCBC Full timeAs a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...
-
OCBC Bank | Premier Private Client
2 weeks ago
Singapore OCBC Bank Full timeAs a Client Advisor with Premier Private Client, your roles & responsibilities will include: Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of...
-
Singapore DBS Bank Limited Full timeSVP/VP, Investment Counsellor, Private Banking, Consumer Banking Group Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...