Insurance Specialist (Banking)

Intertek Holding Deutschland GmbH; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A prominent financial institution is seeking an insurance specialist to support their relationship managers. This role involves conducting financial needs analyses, providing product advice, and adhering to compliance standards. Ideal candidates should possess a diploma and a year of experience in wealth management or insurance sales.

Qualifications

• Minimum 1 year of wealth management / insurance sales experience.
• Effective communication skills required.

Responsibilities

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

Skills

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 or for more information.

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