Bancassurance Advisor

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time
Bancassurance Advisor (Nationwide)

If you are looking to excel and make a difference, take a closer look at us...


The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection.

He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head, Wealth Distribution.

Responsibilities:

  • To work closely with the Area Managers and RMs to strategizing and identifying potential customers,
  • Meeting/following up with clients,
  • Offering specialized financial guidance and advice to RMs,
  • Completing financial needs analysis,
  • To followup with potential customers after appointment, closure and attending to customer's request on the policy until it turn into production,
  • To review client insurance policies to identify insurance gap,
  • Assessing clients' financial portfolios and risk appetite.
  • To assist to organize Banca event/day on weekly basis.

Job Requirements:

  • Malaysian citizen
  • Minimum Diploma in Finance or another related field
  • Certified CFP holders are an added advantage
  • 68 years of relevant experience in a financial institution
  • Strong verbal and written communication skills
  • Keeps abreast with the latest products, trends and benefits
About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage.

Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers.

Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

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