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Company overview

The client that I am representing is one of the leading foreign financial institution with a strong global presence, in which they are seeking to add experienced Bancassurance Specialist in their wealth management platform.

Job description

Positioned as a Bancassurance Specialist in the wealth management platform, the successful candidate will collaborate closely with junior/senior relationship managers to provide sound wealth management and financial advisory services to the HNW & UHNW, designing and recommending financial strategies to meet the objectives/needs of the clients.


• A good degree in Banking and Finance or equivalent
• 4 or more years in retail banking/wealth management
• Familiar and strong in pitching financial planning concepts, with proven sales record.
• CMFAS/IBF Relevant certifications; applicants possessing AFP/AFC or CFP/ChFc will have an added advantage
• Strong communication/presentation skills
• Sound analytical mind
• Ability to forge collaborative working relationships with various stakeholders
• Likes to be challenged and handle complexity well.

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