Bancassurance Advisor

Hong Leong Bank

Kuala Lumpur, Malaysia
Financial needs analysis
Client relationship management
Insurance gap assessment
The Bancassurance Advisor role will be responsible for providing financial advice to clients on various aspects of financial planning

Job Summary

  • The Bancassurance Advisor role will be responsible for providing financial advice to clients on various aspects of financial planning.
  • This role involves generating leads and presenting customized financial proposals to clients.
  • Candidates are assessed based on merit and potential, in line with the company's mission to attract the best talent.

Matching Summary

The Bancassurance Advisor role will be responsible for providing financial advice to clients on various aspects of financial planning.

Skills & Requirements

Must-have

  • Financial needs analysis
  • Client relationship management
  • Insurance gap assessment

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Proactive customer engagement

Key Requirements

  • Minimum Diploma in Finance
  • 6-8 years of relevant experience
  • Certified CFP holders are an added advantage

Work Rights

Not specified

Tailored Resume

Cover Letter