Bancassurance Advisor: Grow Your Banking Advisory Career

United Overseas Bank Limited

Singapore

Presencial

SGD 50.000 - 80.000

Jornada completa

Hace 3 días
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Descripción de la vacante

United Overseas Bank Limited in Singapore is seeking a Bancassurance Specialist to deliver financial advisory services to bank customers through the network and referrals, helping them meet their financial goals with a tailored range of products.

You will work as an individual contributor with a clear progression path, with high performers potentially moving into leadership roles such as Team Leader or Senior Bancassurance Manager, focusing on the High Net Worth segment.

Formación

  • Diploma or University Degree in a related field.
  • CMFAS Modules 5, 9, 9A and HI are preferred.
  • Proven track record in sales and client engagement is advantageous.
  • Strong interpersonal, communication and relationship-building skills.

Responsabilidades

  • Actively understand customers' financial needs and provide timely, accurate financial advice.
  • Deliver advisory services to customers through the bank's network and referrals to meet sales targets.
  • Maintain professionalism, diligence and integrity in advisory interactions.
  • Ensure compliance with internal policies, processes and regulatory requirements.

Conocimientos

Interpersonal skills
Communication skills
Relationship-building

Educación

Diploma or equivalent
University Degree

Descripción del empleo

United Overseas Bank Limited in Singapore is seeking a Bancassurance Specialist to deliver financial advisory services to bank customers through the network and referrals, helping them meet their financial goals with a tailored range of products.

You will work as an individual contributor with a clear progression path, with high performers potentially moving into leadership roles such as Team Leader or Senior Bancassurance Manager, focusing on the High Net Worth segment.

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