Wealth Planning Specialist - Bancassurance
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Key details
- Location
- Johor Bahru, Malaysia
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Experience
- 6–8 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2w ago
Skills
About the role
If you are looking to excel and make a difference, take a closer look at us…
Overview
The Wealth Planning Specialist - Bancassurance role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head - Regional Wealth Management (Insurance & Wealth Planning).
Job Responsibilities:
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory.
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
- To review client insurance policies to identify insurance gap.
- To assist to organize Banca event/day on weekly basis.
Job Requirements:
- Malaysian citizen
- Minimum Diploma in Finance or another related field
- Certified CFP holders are an added advantage
- 6-8 years of relevant experience in a financial institution with proven track record
- Strong verbal and written communication skills
- Keeps abreast with the latest products, trends and benefits
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
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