Bancassurance Advisor

Overview

The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head - Regional Wealth Management (Insurance & Wealth Planning).

Job Responsibilities:

• To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.

• Offering specialized financial guidance and advice to Relationship Managers.

• Assessing clients financial portfolios, risk appetite and completing financial needs analysis for sound advisory.

• Meet and follow-up with potential customers after appointment and attending to customer's request on the policy until it turns into production.

• To review client insurance policies to identify insurance gap.

• To assist to organize Banca event/day on weekly basis.

Job Requirements:

• Malaysian citizen

• Minimum Diploma in Finance or another related field

• Certified CFP holders are an added advantage

• 6-8 years of relevant experience in a financial institution with proven track record

• Strong verbal and written communication skills

• Keeps abreast with the latest products, trends and benefits