
Bancassurance Advisor/counsellor
2 weeks ago
**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**250000AZ**)**
**Roles & 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 as well as financial planning and legacy planning concepts
**Qualifications**- An accredited degree in Banking and Finance or equivalent
- Sound analytical mind
- Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
**- Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
**Primary Location**: Singapore
**Job**: Bancassurance Specialist
**Organization**: Personal & Premier Banking Onshore
**Schedule**: Permanent
**Job Posting**: 04-Mar-2025, 9:30:07 AM
-
Bancassurance Advisor/counsellor
1 week ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**2500001Q**)** **Roles & 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...
-
Bancassurance Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001TB**)** **Roles & 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...
-
Singapore OCBC Bank Full time**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BI**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...
-
Fx Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**250000N2**)** **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 existing Premier client to determine FX needs...
-
Fx Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**250000BD**)** **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 existing Premier client to determine FX needs...
-
Fx Advisor/counsellor
4 days ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**2500008A**)** **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 existing Premier client to determine FX needs...
-
Fx Advisor/counsellor
4 days ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**2500002U**)** **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 existing Premier client to determine FX needs...
-
Treasures Bancassurance Specialist
4 days ago
Singapore DBS Bank 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,...
-
Treasures Bancassurance Specialist
1 week ago
Singapore DBS Bank 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,...
-
Singapore OCBC Bank Full time**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**25000089**)** Roles & Responsibilities: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...