- North Bridge Road Downtown Core Central Region (Singapore) Singapore
Kerja Sepenuh Masa Bancassurance Specialist – Private Banking, Gaji tinggi SGD 9,500 di RevUp Consulting Central Region (Singapore) - Maukerja
Bancassurance Specialist – Private Banking
RevUp Consulting
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
A well-established bank
is seeking an experienced
Bancassurance Specialist
to support its Private Banking business, providing insurance advisory and solutions to HNW clients.
Key Responsibilities
Partner with Private Bankers to identify clients’
protection, wealth preservation, succession and legacy planning
needs.
Provide specialist advice on insurance solutions and support bankers in structuring suitable client propositions.
Conduct joint client meetings and deliver insurance presentations to
HNW clients
.
Work closely with insurance partners on product solutions, case management, underwriting and policy implementation.
Provide product training and market updates to bankers while ensuring compliance with regulatory and suitability requirements.
Requirements
Relevant experience in
bancassurance, insurance advisory or wealth planning
, preferably covering HNW/private banking clients.
Strong knowledge of
life insurance, protection, wealth transfer and legacy planning solutions
.
Proven ability to partner with Private Bankers/RMs and engage sophisticated HNW clients.
Relevant
CMFAS qualifications/certifications
required for the role.
Strong communication, presentation and stakeholder-management skills.
Interested candidates may send their CV to:
Ethel Tan
Consultant, Financial Services | RevUp Consulting
*************
LinkedIn: *************
Referrals and introductions are welcome.
EA Licence No.: 22S1193 | EA Registration No.: R2096281
In today's rapidly changing business environment, organisations need internal core capabilities that can adapt to complex and ambiguous external conditions. RevUp Consulting is founded upon the conviction that the right talents are pivotal to these capabilities.
Our founders have a combined century of experience in the industry and are dedicated to finding, attracting, and nurturing the right people for your organisation. Our teams share this commitment that the right people can Rev Up your business engines. With a vast network of C-suite personnel and mid/senior-level executives across the industries and functions we specialise in, we can partner with you to provide bespoke talent solutions to improve your internal processes, transform your operating model, strengthen governance frameworks, build/transform technology platforms, or drive top-line growth.
At RevUp Consulting, we take a personalised and consultative approach to your talent strategy. We listen carefully to your strategic objectives, organizational culture, and workforce requirements, enabling us to develop highly customised talent mapping, search and attraction, selection, and talent engagement offerings that specifically align with your goals.
As a result, we go far beyond simply providing resumes.
We even go beyond the outcomes usually pursued by a contingency search service – placement numbers – to achieve an outstanding talent retention rate such that they make a real difference to you. Whether you are a start-up, a multinational seeking to establish your presence in new territory, or a company undergoing transformation, we have the expertise to help you succeed in the specialist domains of:
1. Financial Services
2. Medical and Consumer
3. Corporate functions (HR, Finance & Accounting & Legal)
In an uncertain world, we strive to provide certainty in perhaps the most vital element of your business: the quality of the professionals who power it.
is seeking an experienced
Bancassurance Specialist
to support its Private Banking business, providing insurance advisory and solutions to HNW clients.
Key Responsibilities
Partner with Private Bankers to identify clients’
protection, wealth preservation, succession and legacy planning
needs.
Provide specialist advice on insurance solutions and support bankers in structuring suitable client propositions.
Conduct joint client meetings and deliver insurance presentations to
HNW clients
.
Work closely with insurance partners on product solutions, case management, underwriting and policy implementation.
Provide product training and market updates to bankers while ensuring compliance with regulatory and suitability requirements.
Requirements
Relevant experience in
bancassurance, insurance advisory or wealth planning
, preferably covering HNW/private banking clients.
Strong knowledge of
life insurance, protection, wealth transfer and legacy planning solutions
.
Proven ability to partner with Private Bankers/RMs and engage sophisticated HNW clients.
Relevant
CMFAS qualifications/certifications
required for the role.
Strong communication, presentation and stakeholder-management skills.
Interested candidates may send their CV to:
Ethel Tan
Consultant, Financial Services | RevUp Consulting
*************
LinkedIn: *************
Referrals and introductions are welcome.
EA Licence No.: 22S1193 | EA Registration No.: R2096281
In today's rapidly changing business environment, organisations need internal core capabilities that can adapt to complex and ambiguous external conditions. RevUp Consulting is founded upon the conviction that the right talents are pivotal to these capabilities.
Our founders have a combined century of experience in the industry and are dedicated to finding, attracting, and nurturing the right people for your organisation. Our teams share this commitment that the right people can Rev Up your business engines. With a vast network of C-suite personnel and mid/senior-level executives across the industries and functions we specialise in, we can partner with you to provide bespoke talent solutions to improve your internal processes, transform your operating model, strengthen governance frameworks, build/transform technology platforms, or drive top-line growth.
At RevUp Consulting, we take a personalised and consultative approach to your talent strategy. We listen carefully to your strategic objectives, organizational culture, and workforce requirements, enabling us to develop highly customised talent mapping, search and attraction, selection, and talent engagement offerings that specifically align with your goals.
As a result, we go far beyond simply providing resumes.
We even go beyond the outcomes usually pursued by a contingency search service – placement numbers – to achieve an outstanding talent retention rate such that they make a real difference to you. Whether you are a start-up, a multinational seeking to establish your presence in new territory, or a company undergoing transformation, we have the expertise to help you succeed in the specialist domains of:
1. Financial Services
2. Medical and Consumer
3. Corporate functions (HR, Finance & Accounting & Legal)
In an uncertain world, we strive to provide certainty in perhaps the most vital element of your business: the quality of the professionals who power it.
Peringatan Penting
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