Bancassurance Advisor (Offshore), Privilege Banking

United Overseas Bank Ltd.; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

An established industry player in the banking sector is seeking a Bancassurance Advisor for its Privilege Banking division. This role offers a rewarding career path with an attractive remuneration scheme. As a key contributor, you will provide expert financial advisory services, driving insurance sales and ensuring adherence to regulatory requirements. The ideal candidate will possess strong interpersonal skills and a proven sales track record, with a minimum of three years in insurance sales within the high-net-worth segment. Join a dynamic team that values your contributions and fosters professional growth.

Qualifications

• Minimum of 3 years insurance sales experience in the HNW space.
• Strong interpersonal skills and a driven mindset.

Responsibilities

• Provide accurate financial advisory services to existing bank customers.
• Drive insurance sales and ensure compliance with internal policies.

Skills

Interpersonal Skills

Sales Experience

Financial Advisory

Education

CMFAS Modules 5, 9, 9A and HI

Job description

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Bancassurance Advisor (Offshore), Privilege Banking

Posting Date: 7 Apr 2025

Location:

Raffles (City Area), SG, 048624

Company: United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking- convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

• As a Bancassurance Advisor, you can expect to embark on an exciting and very rewarding careertrack with an attractive remuneration scheme.
• Either by providing accurate financial advisory to customers as an individual contributor or shouldyou do well as an individual contributor, you may be selected to advance your milestone as a teammanager whose responsibility is to manage and lead a team of Bancassurance Advisors.
• Provide accurate financial advisory services to existing bank customers through referrals fromprivilege banking onshore channels
• Drive insurance sales in the respective segments in which you will be supporting
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

Job Requirements

• Strong interpersonal skills, independent and driven
• Sales personnel with consistent track records preferred
• Only candidates with a minimum of 3 years insurance sales experience in the HNW space will beshortlisted
• Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI)

Be a part of UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.