Job Description 

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

• An accredited degree in Banking and Finance or equivalent 

• 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