Candidate should have 3-5 years of relevant experience
Sound analytical mind
The candidate must have experience in the Bancassurance space, especially in High Net-Worth products like Universal Life
Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client’s portfolio
Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
Roles & Responsibilities:
Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products
Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation
Conduct continuing education for RMs on High Net-Worth insurance products as well as financial planning and legacy planning concepts