Wealth & Financial Advisory (With Basic Salary)
Must-have:FinTech
Your tasks
about the job. Drive business expansion for the bancassurance portfolio by cultivating strong client relationships and offering tailored financial protection solutions.
- Build and nurture long-term partnerships with banking clients to boost insurance distribution and client retention.
- Perform detailed customer needs assessments to match financial goals with suitable insurance portfolios.
- Provide professional advisory services as a subject matter expert across life, health, and general insurance products.
- Identify new growth avenues and manage a robust client pipeline to meet key performance indicators.
- Maintain complete compliance with regulatory standards, internal advisory procedures, and ethical conduct guidelines.
Requirements
skills and experience required.
- Educational background with a diploma or degree in Business, Finance, or a related discipline.
- Possess relevant CMFAS certifications including M5, M9, M9A, HI, BCP, and PGI.
- Proven track record of sales success and business growth within the bancassurance or financial advisory space.
- Deep understanding of comprehensive insurance products and market trends.
- Strong interpersonal, client relationship management, and consultative communication skills.
Other
(EA: 94C3609 / R26163835)