Bancassurance Specialist – Private Banking

Bancassurance Specialist – Private Banking A well-established bank is seeking an experienced Bancassurance Specialist to support its Private Banking business, providing insurance advisory and solutions to HNW clients. Key Responsibilities • Partner with Private Bankers to identify clients’ protection, wealth preservation, succession and legacy planning needs. • Provide specialist advice on insurance solutions and support bankers in structuring suitable client propositions. • Conduct joint client meetings and deliver insurance presentations to HNW clients . • Work closely with insurance partners on product solutions, case management, underwriting and policy implementation. • Provide product training and market updates to bankers while ensuring compliance with regulatory and suitability requirements. Requirements • Relevant experience in bancassurance, insurance advisory or wealth planning , preferably covering HNW/private banking clients. • Strong knowledge of life insurance, protection, wealth transfer and legacy planning solutions . • Proven ability to partner with Private Bankers/RMs and engage sophisticated HNW clients. • Relevant CMFAS qualifications/certifications required for the role. • Strong communication, presentation and stakeholder-management skills. 📩 Interested candidates may send their CV to: Ethel Tan Consultant, Financial Services | RevUp Consulting 📧 ethel.tan@revup-consulting.com 🔗 LinkedIn: linkedin.com/in/etheltansk Referrals and introductions are welcome. EA Licence No.: 22S1193 | EA Registration No.: R2096281