Senior Wealth Planning Specialist - Bancassurance (Nationwide)

Hong Leong Bank; Malaysia; Vor Ort; MYR 120.000 - 180.000; Vollzeit

Zusammenfassung

Hong Leong Bank in Malaysia seeks a Senior Wealth Planning Specialist - Bancassurance to provide financial advice on retirement, education savings, investments, and life insurance. You will generate leads, meet clients, perform financial needs analyses, and present tailored proposals.

The role collaborates with Area Managers and Relationship Managers, reviews policies, assesses risk, and supports banca events weekly.

Qualifikationen

• 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

Aufgaben

• Work with Area Managers and Relationship Managers to identify potential customers
• Meet with clients and follow up after appointments
• Provide specialized financial guidance to Relationship Managers
• Complete financial needs analyses
• Review policies and identify insurance gaps
• Assess clients’ portfolios and risk appetite
• Organize Banca events weekly

Kenntnisse

Communication skills

Relationship management

Financial analysis

Sales & advisory

Ausbildung

Diploma in Finance or related field

CFP certification

Jobbeschreibung

Senior Wealth Planning Specialist - Bancassurance

If you are looking to excel and make a difference, take a closer look at us… 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

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.

Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.

As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.

HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.