Wealth Protection Specialist

7 days ago

Singapore Prudential plc Full time

Wealth Protection Specialist

Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

**Job Profile**:
The Wealth Protection Specialist (WPS) assists bank partner in growing their bancassurance space. The WPS will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health & protection needs of the bank customers and to build strong and long-term customer relationships.
- Establish and define the customer's protection needs
- Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
- Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio.
- Liaise with internal departments on policy fulfilment
- Achieve channel bancassurance targets in partnership segments through telemarketing and referrals
- Identifying opportunities to promote bancassurance products across existing and new clients

**Who we are looking for**:
Competencies & Personal Traits
- Exhibit ability to deliver effective communication and excellent interpersonal skills
- Able to multi-task and meet tight deadlines
- Good presentation and negotiating skills
- Strong stakeholder management skills in influencing and persuasion
- Dynamic individual who strives in fast moving environment
- Comfortable with public presentation in an event setting
- Demonstrate resilience and highly motivated individual

**Working Experience**:

- 2 years of relevant experience in bancassurance or telemarketing
- Possess CFMAS, M9, M9A, M5, and HI certifications

**Education**:

- Degree/Diploma in Business or related fields of study

**Language**:

- English

Job ID 24030286

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