Job Description: Graduate Trainee – Pension and Bancassurance in Rwanda
Reference No:0001/GTpensionandbancassurance/2023.
Position Overview: As a Graduate Trainee in the Pension and Bancassurance field in Rwanda, you will embark on a structured training program to develop a strong foundation in pension fund management and bancassurance operations. You will work closely with experienced professionals to learn about pension planning, financial advisory services, insurance products, and the regulatory landscape. This role will provide you with valuable insights into the intersection of retirement planning and insurance services within the financial sector.
Key Responsibilities:
- Training Program Participation:
- Actively engage in the comprehensive training program designed to provide exposure to pension fund management, bancassurance products, sales strategies, and compliance.
- Pension Fund Management:
- Learn about the principles of pension planning and fund management, including contributions, investments, and benefits.
- Assist in analyzing retirement plans and recommending suitable investment strategies.
- Bancassurance Products Understanding:
- Gain knowledge about various insurance products offered through bancassurance channels, such as life insurance, health insurance, and more.
- Understand the features, coverage, and benefits of different insurance policies.
- Client Advisory Services:
- Develop effective communication and interpersonal skills to engage with clients seeking pension planning and insurance solutions.
- Learn how to assess client needs and provide suitable financial advice.
- Sales Support:
- Assist senior advisors in promoting pension plans and insurance products to clients.
- Learn about sales techniques, customer relationship management, and achieving sales targets.
- Regulatory Compliance:
- Familiarize yourself with the regulatory framework governing pension funds and insurance services in Rwanda.
- Ensure adherence to legal and regulatory requirements in all client interactions and advisory activities.
- Documentation and Reporting:
- Maintain accurate records of client interactions, advisory sessions, and sales activities.
- Assist in preparing reports and presentations on pension and bancassurance topics.
- Learning and Development:
- Attend workshops, seminars, and training sessions to enhance your knowledge of pension fund management, insurance, and financial advisory services.
- Stay updated with industry trends and best practices.
- Collaboration:
- Collaborate with cross-functional teams, including sales, compliance, and customer service, to gain a holistic understanding of pension and bancassurance operations.
Qualifications and Requirements:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Strong interest in pension fund management, bancassurance, and the financial services sector.
- Excellent communication and interpersonal skills.
- Analytical mindset with the ability to understand client financial needs.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
- Quick learner with a proactive attitude toward learning and development.
- Strong organizational skills and attention to detail.
- Ethical and professional conduct in all client interactions.
Note: This job description outlines the general responsibilities and qualifications for a Graduate Trainee in the Pension and Bancassurance field in Rwanda. The specific tasks and scope of the role may vary based on the training program and organizational needs.
Send your application to liaisonrwandahr@liaisongroup.net citing reference number reference number 0001/GTpensionandbancassurance/2023 by 15 September 2023.
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