Insurance Specialist (Banking)
Full time
at Morgan McKinley
in
Singapore
Posted on May 8, 2024
Job details
The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers. role & responsibility
- Conduct financial needs analysis to understand customers' financial goals
- Provide financial product advisory to bank clients according to their needs
- Adhere to compliance and regulatory standards
- Engage in networking and marketing campaigns organised by the firm
- Minimum Diploma required
- Minimum 1 year of wealth management / insurance sales
- Good effective communication skills
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