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Bancassurance Advisor/counsellor

3 weeks ago

Singapore OCBC Bank Full time

**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001BM**)**

**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**: 02-Oct-2024, 5:10:06 AM