Bancassurance Advisor – Financial Guidance & Growth

uobgroup; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore invites applications for Bancassurance Specialist. You will provide financial advisory services to bank customers through the Bank's network, tele-consulting and internal referrals, with the objective of meeting and exceeding sales targets.

As an individual contributor, you will be on a structured progression path with potential moves into Team Leader and Senior Bancassurance roles focusing on the High Net Worth segment.

Qualifications

• Diploma or University Degree required; fresh graduates welcomed.
• Accreditations CMFAS 5, 9, 9A and HI preferred.
• Proven track record in sales and client engagement is an advantage.

Responsibilities

• Understand customers' financial needs and provide timely financial advice.
• Deliver advisory services through the bank's network, tele-consulting and referrals to meet sales targets.
• Maintain professionalism, diligence and integrity in all advisory interactions.
• Ensure full compliance with internal policies and regulatory requirements.

Skills

Sales

Interpersonal skills

Communication

Relationship-building

Teamwork

Education

Diploma or Degree

University degree

Tools

CMFAS 5/9/9A/HI

Job description

United Overseas Bank Limited (UOB) in Singapore invites applications for Bancassurance Specialist. You will provide financial advisory services to bank customers through the Bank's network, tele-consulting and internal referrals, with the objective of meeting and exceeding sales targets.

As an individual contributor, you will be on a structured progression path with potential moves into Team Leader and Senior Bancassurance roles focusing on the High Net Worth segment.