Senior Wealth Protection Specialist

6 days ago

Singapore Prudential plc Full time $40,000 - $80,000 per year

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.

Job Description:

  • 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

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

  • Wealth Management Specialist

    3 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Protection Specialist

    5 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...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Protection Specialist

    2 weeks ago

    Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full time

    **Job Profile Summary**: The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships. - Establish and define the...

  • Wealth Protection Specialist

    5 days ago

    Singapore Prudential plc Full time

    Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

  • Wealth Protection Specialist

    1 week ago

    Singapore Prudential plc Full time

    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...

  • Wealth Protection Specialist

    5 days ago

    Singapore Prudential plc Full time

    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...

  • Wealth Protection Specialist

    1 week ago

    Singapore Prudential plc Full time

    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...

  • Managing Director

    7 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...