Financial Services Professional

2 weeks ago


Johor Bahru, Johor, Malaysia Standard Chartered Full time

The Financial Services Professional role at Standard Chartered involves providing exceptional customer service with financial solutions. This includes selling a variety of bancassurance life insurance products to existing and potential bank customers, while developing a strong understanding of bancassurance products.

About the Role

This is an exciting opportunity to work in a dynamic environment where no two days are the same. You'll collaborate with stakeholders and Insurance Service Providers to ensure seamless execution of sales and services activities, while achieving assigned sales targets and other key metrics.

  • Sales and Client Relationship Management: Sell a variety of bancassurance life insurance products to existing and potential bank customers, offering personalized financial advice based on customer needs.
Key Responsibilities
  1. Selling a variety of Bancassurance life insurance products to existing and potential bank customers.
  2. Offering personalized financial advice based on customer needs.
  3. Collaborate with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
  4. Planning and executing bancassurance sales activities.
  5. Developing a strong understanding of bancassurance products.
  6. Achieve assigned sales targets and other key metrics as outlined in the scorecard.
  7. Assist in handling client inquiries and resolving issues related to insurance products.
  8. Adhere to Wealth Solution policies and procedures governing insurance transactions.
  9. Ensure complete and accurate documentation for all sales transactions in compliance with internal guideline and regulatory requirements.
Requirements
  • Degree or Diploma in any discipline.
  • Minimum banking sales experience of 2 years with a proven track record of results.
  • Knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
  • Possess PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role.
  • Strong sales drive.
  • Great interpersonal skills with the ability to communicate to all parties.
  • Collaborative team player with a strong performance orientation and willingness to travel.
About Us

We're a global bank with a local presence, dedicated to making a positive difference for our clients, communities, and each other. Our core values remind us to always put our clients at the heart of what we do, to continuously strive to improve and innovate, and to build for the long term.

Our Culture

We believe in being part of a diverse and inclusive workforce, where everyone feels respected and can realise their full potential. Our culture is built on a foundation of teamwork, innovation, and excellence, and we're passionate about creating a workplace that's welcoming and supportive to everyone.



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