Investment / Insurance Specialist (Retail Banking)
Core
Provide tailored investment and insurance solutions to retail clients, aligning with their financial goals and risk appetite.
Role type
Investment Counsellor / Insurance Specialist (Retail Banking)
Builds
Wealth management solutions for retail clients
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, Insurance advisory, Risk profiling, Suitability assessments, Portfolio reviews, Sales initiatives, Financial market knowledge, Regulatory compliance
Preferred skills
Mandarin proficiency
Technologies
None stated
Responsibilities
Provide professional investment counselling and insurance advice to retail clients, Assess clients' financial objectives and match suitable wealth management solutions, Conduct risk profiling, suitability assessments, and regular portfolio reviews, Support the delivery of sales initiatives and campaigns within the branch, Maintain up-to-date knowledge of financial markets, insurance products, and relevant regulations, Ensure full compliance with internal guidelines, risk management policies, and industry regulations