job description
Are you a driven financial professional looking to accelerate your career within the prestigious banking sector? PERSOL is seeking a motivated Insurance & Wealth Planner to join our high-performing team in Singapore. In this pivotal role, you will act as a trusted advisor to our valued banking clients, helping them navigate complex financial landscapes by providing tailored insurance and wealth management solutions.
You will leverage your expertise in financial planning to build long-term relationships, identifying key opportunities to safeguard our clients' financial futures while supporting their investment goals. This is an excellent opportunity for someone with a passion for sales and a deep understanding of bancassurance products to make a significant impact in a fast-paced, collaborative, and rewarding environment.
We offer competitive remuneration, comprehensive training, and clear pathways for career advancement. If you are a results-oriented individual with a flair for client engagement and a commitment to professional excellence, we want to hear from you.
Responsibility
- Cultivate and maintain long-term relationships with existing banking clients to understand their evolving financial needs.
- Provide expert financial advice and recommend comprehensive insurance and wealth management solutions tailored to individual client profiles.
- Achieve and exceed monthly sales targets by proactively identifying new business opportunities within the bank's customer base.
- Conduct regular financial health checks and portfolio reviews to ensure client goals remain on track.
- Collaborate with internal banking teams to provide a seamless, integrated client experience.
- Stay abreast of market trends, regulatory changes, and new financial products to maintain a competitive edge.
- Deliver high-quality presentations and financial literacy workshops to clients.
Qualifications
- Minimum of a Diploma or Degree in Finance, Business, Economics, or a related field.
- Relevant CMFAS certifications (M5, M8, M9, M9A, and HI) are highly preferred.
- At least 1-2 years of experience in bancassurance, financial sales, or wealth management.
- Strong interpersonal skills with a proven ability to build rapport and trust with diverse clients.
- Excellent communication and negotiation skills in English.
- A results-driven mindset with the ability to thrive in a target-oriented environment.
- Strong analytical skills with a meticulous attention to detail.