Bancassurance Specialist – Private Banking

REVUP CONSULTING PTE. LTD.; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

A well-established bank is seeking a Bancassurance Specialist to support its Private Banking business, providing insurance advisory and solutions to HNW clients.

In this role you will partner with Private Bankers, deliver tailored insurance propositions, and conduct client meetings to educate on protection and legacy planning. Collaboration with product partners and compliance support will be required.

Formación

• Experience in bancassurance or wealth planning for HNW/private banking clients.
• Strong knowledge of life insurance, protection, wealth transfer and legacy planning solutions.
• Ability to partner with Private Bankers/RMs and engage sophisticated HNW clients.

Responsabilidades

• Partner with Private Bankers to identify clients’ protection, wealth preservation, succession and legacy planning needs.
• Provide specialist insurance advice and support bankers in structuring client propositions.
• Conduct joint client meetings and present insurance solutions to HNW clients.

Conocimientos

Bancassurance

Insurance advisory

Wealth planning

HNW clients

Educación

CMFAS qualifications

Descripción del empleo

Bancassurance Specialist – Private Banking

A well-established bank is seeking an experienced Bancassurance Specialist to support its Private Banking business, providing insurance advisory and solutions to HNW clients.

Key Responsibilities

• Partner with Private Bankers to identify clients’ protection, wealth preservation, succession and legacy planning needs.
• Provide specialist advice on insurance solutions and support bankers in structuring suitable client propositions.
• Conduct joint client meetings and deliver insurance presentations to HNW clients.
• Work closely with insurance partners on product solutions, case management, underwriting and policy implementation.
• Provide product training and market updates to bankers while ensuring compliance with regulatory and suitability requirements.

Requirements

• Relevant experience in bancassurance, insurance advisory or wealth planning, preferably covering HNW/private banking clients.
• Strong knowledge of life insurance, protection, wealth transfer and legacy planning solutions.
• Proven ability to partner with Private Bankers/RMs and engage sophisticated HNW clients.
• Relevant CMFAS qualifications/certifications required for the role.
• Strong communication, presentation and stakeholder-management skills.

EA Licence No.: 22S1193 | EA Registration No.: R2096281