Bancassurance Advisor
Kuala Lumpur, Kuala Lumpur, Malaysia
Full Time
4 hours ago
No Sponsorship
Key skills
Communication
About this role
Role Overview
- Providing financial advice to clients on retirement planning
- Investing in the future
- Saving for education
- Life insurance protection
- Generate leads and meet with clients
- Complete financial needs analysis
- Present customized financial proposals
- Work closely with Area Managers and Relationship Managers
- Identify potential customers
- Follow-up with potential customers after appointment
- Review client insurance policies to identify insurance gaps
- Assess clients’ financial portfolios and risk appetite
- Assist to organize Banca event/day on a weekly basis
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
- Strong verbal and written communication skills
- Keeps abreast with the latest products, trends and benefits
Benefits
- Digital-at-the-Core ethos
- Comprehensive financial services
- Opportunities for career growth
- Industry recognition and accolades