About the role
AI summarisedThe Treasures Bancassurance Specialist role at DBS Bank involves providing financial advisory and bancassurance solutions to high-net-worth clients in the Consumer Banking Group. The specialist will be responsible for identifying client needs, recommending insurance products, and achieving sales targets while ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Provide financial advisory and bancassurance solutions to Treasures clients
- Identify clients' financial needs and recommend suitable insurance products
- Achieve individual sales targets for insurance products
- Ensure compliance with regulatory requirements and internal policies
- Build and maintain strong relationships with clients
- Collaborate with relationship managers to cross-sell insurance products
- Conduct regular reviews of clients' insurance portfolios
- Stay updated on market trends and product knowledge
Requirements
- Degree in any discipline
- Minimum 2 years of experience in bancassurance or financial advisory
- Strong knowledge of insurance products and regulations
- Excellent communication and interpersonal skills
- Client-focused with strong sales acumen
- Ability to work independently and in a team
- Proficient in MS Office applications
- Relevant certifications such as CMFAS or HI licensing preferred