Senior Wealth Protection Specialist

Prudential

Singapore, Singapore
Customer centric recommendations
Health & protection needs
Build strong customer relationships
The WPS will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health & protection needs of the bank customers and to build strong and long-term customer relationships

Job Summary

  • The WPS will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health & protection needs of the bank customers and to build strong and long-term customer relationships.
  • Establish and define the customer’s protection needs and analyze customer financial situations to identify opportunities for recommendations and mitigate risks.
  • Prudential is an equal opportunity employer and encourages diversity and inclusion for all employees.

Matching Summary

The WPS will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health & protection needs of the bank customers and to build strong and long-term customer relationships.

Skills & Requirements

Must-have

  • customer centric recommendations
  • health & protection needs
  • build strong customer relationships
  • achieve bancassurance targets
  • telemarketing and referrals

Nice-to-have

  • excellent interpersonal skills
  • good presentation skills
  • strong stakeholder management
  • dynamic individual
  • comfortable with public presentation

Key Requirements

  • 2 years of relevant experience
  • CFMAS, M9, M9A, M5, and HI certifications
  • Degree/Diploma in Business or related fields

Work Rights

Not specified

Tailored Resume

Cover Letter