Insurance Specialist (Banking)

Virginia Tech; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

A leading bank is seeking to expand its team of insurance specialists to support relationship managers. The role involves conducting financial needs analysis, providing product advisory services to clients, and engaging in compliance and marketing efforts. Candidates are required to have at least a diploma and relevant experience in wealth management or insurance sales.

Qualifications

• Minimum Diploma required.
• Minimum 1 year of wealth management or 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 organized by the firm.

Skills

Communication skills

Education

Diploma

Job description

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

Role & 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 organized by the firm

Skills and Experience Required

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

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

EA Licence No: 11C5502 | EAP Registration No: R2199597