Bancassurance Advisor/counsellor

7 days ago


Singapore OCBC Bank Full time

**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**25000001**)**

**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**: 01-Jan-2025, 10:06:50 AM



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