Bancassurance Advisor – Hong Leong Bank
Role Summary
The Bancassurance Advisor is responsible for providing financial advice to clients on various financial planning aspects. This role involves generating leads and presenting customized financial proposals to clients, significantly impacting their financial well-being.
Job Description
In this role, the Bancassurance Advisor will engage with clients daily, conducting financial needs analyses and offering tailored financial solutions. The work environment is dynamic, requiring strong interpersonal skills and a proactive approach to client engagement.
Key Responsibilities:
- Generate leads through networking and referrals.
- Meet with clients to understand their financial needs and goals.
- Conduct comprehensive financial needs analyses.
- Present customized financial proposals to clients.
- Advise clients on retirement planning and investment strategies.
- Stay updated on the latest financial products and market trends.
- Collaborate with the Head of Regional Wealth Management to align strategies.
Job Requirements
Malaysian citizen.
Minimum Diploma in Finance or a related field.
Certified CFP holders are an added advantage.
6-8 years of relevant experience in a financial institution with a proven track record.
Strong verbal and written communication skills.
Quick Info
Company
Hong Leong Bank
Location
Kuala Lumpur
Salary
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Skills Required
7 skills
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Required Skills
Financial Analysis
Client Relationship Management
Communication
Sales Strategies
Market Research
Problem Solving
Time Management
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