Jobs

    Bancassurance Advisor/Counsellor - Singapur, Singapore - OCBC Bank

    OCBC Bank
    OCBC Bank Singapur, Singapore

    3 weeks ago

    Default job background
    Permanent
    Description
    Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services JD )

    Description

    Roles & Responsibilities:

    • Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products
    • Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation
    • Conduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts

    Qualifications

    • An accredited degree in Banking and Finance or equivalent
    • Candidate should have 3-5 years of relevant experience
    • Sound analytical mind
    • The candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life
    • Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client's portfolio
    • Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
    • Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
    • Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization

    Primary Location

    : Singapore

    Job

    : Bancassurance Specialist

    Organization

    : Wealth Management

    Schedule

    : Permanent : Full-time

    Job Posting

    : 25-Apr-2024, 5:18:27 AM
  • OCBC Bank

    Bancassurance Advisor/counsellor

    1 week ago

    OCBC Bank Singapore

    **Bancassurance Advisor/Counsellor (Premier Banking Asia - Offshore)** **-** **(**2300005R**)** · **Roles & Responsibilities**: · - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products to our Premier Offshore clients · - Joint co ...

  • OCBC Bank

    Bancassurance Advisor/counsellor

    1 week ago

    OCBC Bank Singapore

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**2300005Q**)** · **Roles & Responsibilities**: · - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products · - Joint collaboration w ...

  • OCBC Bank

    Bancassurance Advisor/counsellor

    1 week ago

    OCBC Bank Singapore

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240000JD**)** · **Roles & Responsibilities**: · - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products · - Joint collaboration w ...

  • OCBC Bank

    Fx Advisor/counsellor

    3 weeks ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(**230002C6**)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under th ...

  • OCBC Bank

    Fx Advisor/counsellor

    1 week ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(**240000J8**)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under th ...

  • OCBC Bank

    Fx Advisor/counsellor

    2 weeks ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(** **)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under the Premi ...

  • OCBC Bank

    Fx Advisor/counsellor

    3 weeks ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(**240000L9**)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under th ...

  • OCBC Bank

    Fx Advisor/counsellor

    3 weeks ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(**240000AI**)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under th ...

  • OCBC Bank

    Fx Advisor/counsellor

    4 days ago

    OCBC Bank Singapore

    **FX Advisor/Counsellor - Wealth Specialists** **-** **(**240000KC**)** · **Primary Responsibilities**: · - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · - Monitor and ensure prompt execution of all FX products under th ...

  • OCBC Bank

    Investment Advisor/counsellor, Group Consumer

    2 weeks ago

    OCBC Bank Singapore

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**230002E3**)** · **Roles & Responsibilities**: · - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products · - Interpretation and forecast ...

  • OCBC Bank

    Investment Advisor/counsellor, Group Consumer

    3 days ago

    OCBC Bank Singapore

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**2300002F**)** · **Roles & Responsibilities**: · - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products · - Interpretation and forecast ...

  • OCBC Bank

    Investment Advisor/counsellor, Group Consumer

    5 days ago

    OCBC Bank Singapore

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240000DL**)** · **Roles & Responsibilities**: · - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products · - Interpretation and forecast ...

  • United Overseas Bank

    VP. PV Bancassurance Advisor, Group Retail

    2 weeks ago

    United Overseas Bank Singapur, Singapore Full time

    VP. PV Bancassurance Advisor, Group Retail · Posting Date: 19-May-2023 Location: Singapore (City Area), Singapore, · Company: United Overseas Bank Ltd About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches ...

  • United Overseas Bank

    VP, Bancassurance Advisor, Personal Financial Services

    2 weeks ago

    United Overseas Bank Singapur, Singapore Full time

    VP, Bancassurance Advisor, Personal Financial Services · Posting Date: 12-May-2023 Location: Singapore (City Area), Singapore, Singapore, · Company: United Overseas Bank Ltd About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of ...

  • OCBC Bank

    FX Advisor/Counsellor

    1 day ago

    OCBC Bank Singapur, Singapore Permanent

    FX Advisor/Counsellor - Wealth Specialists AI ) Description · Primary Responsibilities: · To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. · Monitor and ensure prompt execution of all FX products under the Pr ...

  • TAURUS WEALTH ADVISORS PTE. LTD.

    Client Servicing

    1 week ago

    TAURUS WEALTH ADVISORS PTE. LTD. Singapore

    We are a leading multi-family office headquartered in Singapore which provides our clients with Wealth Advisory and Asset Management services and a full suite of wealth management solutions. · We are now seeking a highly driven and dynamic individual to join our Client Servicing ...

  • DBS Bank

    Svp / Vp, Fx & Fx Derivatives Wealth Specialist

    2 weeks ago

    DBS Bank Singapore

    **Business Function**: · As a leader in treasury operations, DBS extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. DBS trades in a comprehensive product range, including fore ...

  • OCBC Bank

    Premier Private Client

    3 weeks ago

    OCBC Bank Singapore

    **Premier Private Client - Client Advisor (Onshore)** **-** **(**230000HI**)** · As a Client Advisor with Premier Private Client, your roles & responsibilities will include: · - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment ...

  • DBS Bank

    Vp, Treasures Business Manager, Consumer Banking

    3 weeks ago

    DBS Bank Singapore

    **Business Function** · DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing b ...

  • DBS Bank

    Ed/svp, Head of Client Services

    3 weeks ago

    DBS Bank Singapore

    **Business Function** · DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing b ...