Wealth Planning Specialist - Bancassurance

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Overview

The 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. 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