Bancassurance Advisor: Personal Financial Solutions

UOB; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

UOB in Singapore is seeking a Bancassurance Specialist to provide financial advisory services tailored to customers' needs. This role involves delivering advice, achieving sales targets, and ensuring compliance with banking regulations. Candidates with a diploma or degree and relevant accreditations like CMFAS Modules will be preferred. Opportunities for career advancement into leadership roles are available, making this a rewarding career choice in the banking industry.

Qualifications

• Minimum Diploma from a recognized institution with at least 2 years of relevant working experience.
• Relevant accreditations in CMFAS are preferred.
• Track record in sales and client engagement is advantageous.

Responsibilities

• Understand customers' financial needs and provide appropriate financial advice.
• Deliver financial advisory services through the Bank's network and internal referrals.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Strong interpersonal skills

Sales performance

Client engagement

Communication skills

Education

Diploma or University Degree

Tools

CMFAS Modules 5, 9, 9A, and HI

Job description

UOB in Singapore is seeking a Bancassurance Specialist to provide financial advisory services tailored to customers' needs. This role involves delivering advice, achieving sales targets, and ensuring compliance with banking regulations. Candidates with a diploma or degree and relevant accreditations like CMFAS Modules will be preferred. Opportunities for career advancement into leadership roles are available, making this a rewarding career choice in the banking industry.