Insurance Product Expert, Klang Valley

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million international customers from retail to ultra‑high net worth individuals and their families. We help our customers manage, protect, and grow their wealth through borderless banking and world‑class wealth management services.

We are currently seeking an ambitious individual to join in the role of Insurance Product Expert .

Meeting of KPIs

• Meet sales targets for Bancassurance in Premier and Premier Elite customer segments.
• Drive productivity, participation, revenue, and sales quality.
• Support Relationship Managers and Branch Leaders to improve customer satisfaction.
• Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial‑planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.