Bancassurance Advisor – Nationwide Financial Guidance

Hong Leong Bank; Kuching; On-site; MYR 60,000 - 80,000; Full time

Job summary

Hong Leong Bank is seeking a Bancassurance Advisor responsible for providing financial advice on various products including retirement planning, investment, and life insurance protection. You will work closely with clients, generating leads, conducting financial needs analyses, and presenting customized proposals.

The ideal candidate is a Malaysian citizen with a diploma in finance or related field, and at least 6-8 years of experience in financial institutions. Strong communication skills and familiarity with the latest products are essential for success in this role.

Qualifications

• Malaysian citizen required.
• Minimum 6-8 years of relevant experience in a financial institution.
• Strong communication skills needed.

Responsibilities

• Provide financial advice on retirement planning & insurance.
• Generate leads and meet with clients regularly.
• Conduct financial needs analysis for clients.

Skills

Financial analysis

Client relationship management

Communication skills

Education

Diploma in Finance or related field

Certified CFP holder

Job description

Hong Leong Bank is seeking a Bancassurance Advisor responsible for providing financial advice on various products including retirement planning, investment, and life insurance protection. You will work closely with clients, generating leads, conducting financial needs analyses, and presenting customized proposals.

The ideal candidate is a Malaysian citizen with a diploma in finance or related field, and at least 6-8 years of experience in financial institutions. Strong communication skills and familiarity with the latest products are essential for success in this role.