Senior Wealth Planning Specialist - Bancassurance (Nationwide)

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The Senior Wealth Planning Specialist - Bancassurance 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.

Job Responsibilities:

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

• Meeting/following up with clients,

• Offering specialized financial guidance and advice to Relationship Managers,

• Completing financial needs analysis,

• To follow-up with potential customers after appointment, closure and attending to customer's request on the policy until it turn into production,

• To review client insurance policies to identify insurance gap,

• Assessing clients financial portfolios and risk appetite.

• 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

• Strong verbal and written communication skills

• Keeps abreast with the latest products, trends and benefits