Overview

Personal & Premier Banking Onshore

Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services – (240001TB)

Description

 

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 

  • Candidate should have 3-5 years of relevant experience 

  • Sound analytical mind 

  • The candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life

  • Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client’s portfolio

  • Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts

  • Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings

  • 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

: Full-time

Job Posting

: 11-Dec-2024, 12:56:04 PM

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About OCBC Bank

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.