Hong Leong Bank Berhad Logo

Hong Leong Bank Berhad

Bancassurance Advisor (Nationwide)

Job Posted 18 Days Ago Reposted 18 Days Ago
Be an Early Applicant
In-Office
3 Locations
Senior level
In-Office
3 Locations
Senior level
The Bancassurance Advisor provides financial advice on insurance, retirement planning, and investments, manages client relationships, and conducts financial needs analyses.
The summary above was generated by AI

If you are looking to excel and make a difference, take a closer look at us…

The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head, Wealth Distribution.

Job Responsibilities:

  • To work closely with the Area Managers and RMs to strategizing and identifying potential customers,

  • Meeting/following up with clients,

  • Offering specialized financial guidance and advice to RMs,

  • Completing financial needs analysis,

  • To follow-up with potential customers after appointment, closure and attending to customer’s request on the policy until it turn into production,

  • To review client insurance policies to identify insurance gap,

  • Assessing clients’ financial portfolios and risk appetite.

  • To assist to organize Banca event/day on weekly basis.

Job Requirements:

  • Malaysian citizen

  • Minimum Diploma in Finance or another related field

  • Certified CFP holders are an added advantage

  • 6-8 years of relevant experience in a financial institution

  • Strong verbal and written communication skills

  • Keeps abreast with the latest products, trends and benefits

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Top Skills

Financial Planning
Insurance Products
Wealth Management

Similar Jobs

2 Hours Ago
Easy Apply
In-Office
Grand Rapids, MI, USA
Easy Apply
Junior
Junior
Edtech • Fintech • Sports
As an Account Executive, you will develop and execute strategic sales plans to generate business, maintain relationships, and meet sales targets across schools and organizations.
Top Skills: Hubspot
2 Hours Ago
Hybrid
Newaygo, MI, USA
Senior level
Senior level
Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
As a Paint Engineer, you will oversee production operations, ensure quality standards, manage machine adjustments, and maintain compliance in automotive paint processes.
Top Skills: Application EquipmentColor Measurement EquipmentCuring ProcessesMixing ProcessesPaint EngineeringPumping EquipmentSpray Guns
2 Hours Ago
Hybrid
Brownstown, MI, USA
Mid level
Mid level
Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
Supervise the IT team, manage hardware upgrades, ensure security compliance, document processes, and improve IT systems within the organization.
Top Skills: Active DirectoryEsxiHypervLinuxSccmSQLWindows ServerWsus

What you need to know about the Chennai Tech Scene

To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account