Bancassurance Advisor/counsellor

3 hours 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



  • 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...


  • Singapore OCBC Bank Full time

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BG**)** **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** **-** **(**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...


  • Singapore DBS Bank Full time

    VP/AVP, Treasures Bancassurance Specialist (North Asia), Consumer Banking Group 1 week ago Be among the first 25 applicants 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...


  • Singapore DBS Bank Full time

    VP/AVP, Treasures Bancassurance Specialist (North Asia), Consumer Banking Group 1 week ago Be among the first 25 applicants 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...


  • Singapore DBS Bank Full time

    Business 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** **-** **(**250000O0**)** **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...


  • Singapore Manulife Full time

    The Market Lead, Regional Bancassurance Partnerships, Asia plays a pivotal role in strengthening and expanding Manulife’s strategic bancassurance partnership with DBS across Asia. This includes collaboration across Consumer Banking, Private Banking, and SME segments to drive enterprise-wide transformation, deliver on multi-year strategic ambitions, and...


  • Singapore Singlife Full time

    Join to apply for the Analyst, Advisor Operations role at Singlife Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of...


  • Singapore MANCHESTER WORLDWIDE INSTITUTE OF HIGHER EDUCATION (SOUTH EAST ASIA) PTE. LTD. Full time

    **Senior Admissions Counsellor (Postgraduate Programmes)** **About the Role** We are looking for a driven and personable **Admissions Counsellor**to join our team and play a key role in shaping the postgraduate journeys of mid - to senior-level executives. This is not just a telemarketing role — it is an advisory position where you will engage one-on-one...