Bancassurance Advisor (Nationwide)
Hong Leong Bank Berhad(2 years ago)
OnsiteFull TimeSenior$88,860 - $121,491 (estimated)Wealth Distribution
Apply NowAbout this role
A Bancassurance Advisor at Hong Leong Bank is a client-facing financial specialist within the Wealth Distribution team focused on retirement planning, investments, education savings, and life insurance solutions. The role supports the bank's wealth distribution objectives and collaborates with relationship managers to deliver tailored financial proposals. Reports to the Head, Wealth Distribution.
Required Skills
- Lead Generation
- Client Meetings
- Financial Analysis
- Insurance Review
- Risk Assessment
- Communication
- Event Planning
- Relationship Management
- Sales
- Product Knowledge
Qualifications
- Malaysian Citizen
- Diploma in Finance or Related Field
- Certified Financial Planner (CFP) - Preferred
- 6-8 Years Relevant Experience
About Hong Leong Bank Berhad
hlb.com.myHong Leong Bank Malaysia offers a host of personal financing products and services ranging from loans, credit cards, online banking, mobile banking and more. All designed to cater for the different needs and lifestyles of the customers.
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