Treasures Bancassurance Specialist (Onshore), Consumer Banking Group
Core
Provide innovative product solutions for customers' retirement planning, savings, and financial protection needs within the wealth management platform.
Role type
Senior bancassurance specialist (product sales)
Builds
Wealth management solutions including investments and legacy planning
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Financial planning knowledge, sales experience, presentation skills, selling skills
Responsibilities
Collaborate with branch sales teams to address customer financial needs, manage branch sales portfolio and campaigns, strengthen long-term customer relationships
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