Career

Estate Planning Specialist

To help clients better understand their existing estate plan and identify tangible next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our new and existing clients to evaluate different documents and financial accounts. You will identify any gaps or risks that would prevent them from achieving their goals. At the end of the day you will make a difference in our clients’ lives through legalising their distributions through Wills, Trusts, Lasting Power Attorney solutions for clients' estate needs.

Job Requirement

A diploma/ degree in any discipline
A willingness to work on a flexible schedule that includes weekends
A passion for estate and financial planning
Excellent communication and listening skills
Confidence and Presentation skills
Ability to explain complex information clearly and simply

Financial Planning Specialist

To offers a comprehensive suite of financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. To provide sound wealth management and financial advisory services, to help customers make informed decisions about their money in order to achieve their life goals.

As a Financial Consultant to provide a personalized financial planning experience for customers.

To advise on various financial products and services offered.
To seek opportunities to engage customers through touch points, tele-appointments, and/or outreach programs.
To provide holistic financial planning advice to the customers.
To identify suitable financial solutions offered to meet their financial goals.

Job Requirement

A diploma/ degree in any discipline
A willingness to work on a flexible schedule that includes weekends
A passion for wealth management and financial planning
Excellent communication and listening skills
Confidence and Presentation skills
Ability to explain complex information clearly and simply

General Insurance Specialist

As General Insurance specialist within the telesales team, you will be fully involved in introducing various insurance plans to meet the financial protection needs of new and existing customers.

To actively make outbound calls to present General Insurance products (Hospital/Accident/Critical Illness) to new and existing customers
To pro-actively highlight the unique selling features of every insurance plan
Understand customer’s concern and address their needs through active listening
Handle customer’s objection professionally and to conduct sales call in a persuasive and engaging manner with customers to ensure closure
Strong ability and confidence to cross-sell (e.g. a 2nd insurance plan)
Consistently meet and exceed sales targets set by management monthly
Apply diligence and integrity in the selling process to ensure sales calls conducted in accordance to the bank’s quality assurance standards

Job Requirements

Excellent telephone etiquette
Highly persuasive and comfortable with handling customer’s objections
Thrive in a fast-paced environment to consistently meet or exceed sales targets
Strong ability to transit from selling one product to another with ease
Willing to learn and apply new techniques to improve skillsets
Flexibility with extended working hours
Certified with BCP / PGI / HI certificates