Private Banking Bancassurance Expert for HNW Clients

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Bancassurance

Insurance advisory

Wealth planning

HNW clients

Education

CMFAS qualifications

Job description

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.