Wealth Protection Specialist - Singapore - Prudential plc

Prudential plc

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Prudential's purpose is to help people get the most out of life.

We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners.

We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions.

We pledge to make Prudential a place where you can Connect, Grow and Succeed.

Job Profile Summary:
The Wealth Protection Specialist will assist bank partner in growing the bancassurance space.

You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.

Job Description:

Establish and define the customer's protection needs
Analyze customer financial situations to identify opportunities for recommendations and mitigate risks
Foster and enhance relationships with customers, with focus on Health & Protection products to complement the customers' existing protection portfolio.
Liaise with internal departments on policy fulfilment
Achieve channel bancassurance targets in partnership segments through telemarketing and referrals

Who we are looking for:
Competencies & Personal Traits

Exhibit ability to deliver effective communication and excellent interpersonal skills
Able to multitask and meet tight deadlines
Good presentation and negotiating skills
Strong stakeholder management skills in influencing and persuasion
Dynamic individual who strives in fast moving environment

Working Experience: