Insurance Specialist (Banking)

eFinancialCareers; Singapore; On-site; SGD 40,000 - 55,000; Full time

Job summary

A leading global bank is seeking to hire insurance specialists to support their relationship managers. The role involves conducting financial needs analysis, providing tailored advisory services, and ensuring compliance with regulatory standards. Candidates should possess at least a diploma and a minimum of one year 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

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' button now! Alternatively, you may contact Claudia at 68183141 or for more information.

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