Demo

Wealth Director

POSTED ON 4/25/2025 AVAILABLE BEFORE 6/25/2025
APEX WEALTH MANAGEMENT LLP Islandwide, Full Time

Roles & Responsibilities

Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products.

Achieve revenue targets set out by management. Undertake any other projects from time to time. Perform joint appointments whenever needed.

Candidates should have 3-5 years of prior experience in Insurance Sales-related roles. Sound analytical mind Must have or willing to learn a broad based insurance-related exposure and background in order to multi-task within a small team. Candidates should ideally be mature, confident, and able to play a meaningful role in client meetings. Coaching, mentoring and team management experience will be an added advantage

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APEX WEALTH MANAGEMENT LLP
Hired Organization Address Islandwide, Full Time
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