Insurance Specialist (Banking)

MN Climate Innovation Finance Authority (MNCIFA); Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

A leading finance institution is seeking an insurance specialist to support their relationship managers in understanding client needs and providing tailored financial advice. In this role, you will engage in compliance adherence and participate in marketing campaigns, requiring effective communication and a strong foundation in wealth management or insurance sales. The position promises growth and engagement within a dynamic team focused on client-centered solutions.

Qualifications

• Minimum Diploma required.
• Minimum 1 year of wealth management/insurance sales experience.
• Good effective communication skills.

Responsibilities

• Conduct financial needs analysis to understand customers' financial goals.
• Provide financial product advisory to bank clients according to their needs.
• Adhere to compliance and regulatory standards.
• Engage in networking and marketing campaigns organised by the firm.

Skills

Effective communication

Education

Diploma

Job description

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

role & responsibility

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at 68183141 for more information.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:11C5502/R2199597)