Job Description

Bancassurance Specialist - Private Banking

A well-established bank is seeking an experienced Bancassurance Specialist to support its Private Banking business, providing insurance advisory and solutions to HNW clients.

Key Responsibilities

Partner with Private Bankers to identify clients protection, wealth preservation, succession and legacy planning needs.
Provide specialist advice on insurance solutions and support bankers in structuring suitable client propositions.
Conduct joint client meetings and deliver insurance presentations to HNW clients.
Work closely with insurance partners on product solutions, case management, underwriting and policy implementation.
Provide product training and market updates to bankers while ensuring compliance with regulatory and suitability requirements.

Requirements

Relevant experience in bancassurance, insurance advisory or wealth planning, preferably covering HNW/private banking clients.
Strong knowledge of life insurance, protection, wealth transfer and legacy planning solutions.
Proven ability to partner with Private Bankers/RMs and engage sophisticated HNW clients.
Relevant CMFAS qualifications/certifications required for the role.
Strong communication, presentation and stakeholder-management skills.

Interested candidates may send their CV to:
Ethel Tan
Consultant, Financial Services | RevUp Consulting
[Confidential Information]
LinkedIn: linkedin.com/in/etheltansk

Referrals and introductions are welcome.

EA Licence No.: 22S1193 | EA Registration No.: R2096281