Bancassurance Advisor

19 hours ago

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 follow-up 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
- 6-8 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.

Job ID JR0000016598

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