Wealth & Financial Advisory (With Basic Salary)

about the job.
Drive business expansion for the bancassurance portfolio by cultivating strong client relationships and offering tailored financial protection solutions.

• Build and nurture long-term partnerships with banking clients to boost insurance distribution and client retention.

• Perform detailed customer needs assessments to match financial goals with suitable insurance portfolios.

• Provide professional advisory services as a subject matter expert across life, health, and general insurance products.

• Identify new growth avenues and manage a robust client pipeline to meet key performance indicators.

• Maintain complete compliance with regulatory standards, internal advisory procedures, and ethical conduct guidelines.

skills and experience required.

• Educational background with a diploma or degree in Business, Finance, or a related discipline.

• Possess relevant CMFAS certifications including M5, M9, M9A, HI, BCP, and PGI.

• Proven track record of sales success and business growth within the bancassurance or financial advisory space.

• Deep understanding of comprehensive insurance products and market trends.

• Strong interpersonal, client relationship management, and consultative communication skills.

(EA: 94C3609 / R26163835)