Wealth Planning Specialist - Bancassurance

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Planning Specialist - Bancassurance to provide financial guidance on retirement planning, investments, education savings, and life protection. You will generate leads, meet clients, perform financial needs analyses, and present tailored proposals under the Head - Regional Wealth Management.

Candidate should have a Diploma in Finance, CFP preferred, 6–8 years in financial services, and strong communication; the role collaborates with Area

Qualifications

• 6–8 years of relevant experience in a financial institution.
• Diploma in Finance or related field is required.
• CFP holders are an added advantage.

Responsibilities

• Work with Area Managers and Relationship Managers to identify potential customers.
• Offer specialized financial guidance to Relationship Managers.
• Conduct financial needs analysis and present customized proposals.

Skills

Strong communication

Client engagement

Financial advisory

Education

Finance Diploma

CFP (advantage)

Job description

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

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

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.