Bancassurance Specialist – Private Banking

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 📧 ethel.tan@revup-consulting.com 🔗 LinkedIn: linkedin.com/in/etheltansk

Referrals and introductions are welcome.

EA Licence No.: 22S1193 | EA Registration No.: R2096281