Bancassurance Advisor — Personal Financial Solutions

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 40,000 - 65,000; Full time

Job summary

UOB in Singapore seeks a Bancassurance Specialist to deliver tailored financial advisory services to banking customers. You will start as an individual contributor with growth opportunities into leadership roles, including team leadership and advanced advisory roles for HNW clients.

Candidate should have a diploma or degree, CMFAS modules, and a proven sales track record. Strong interpersonal, communication, and team collaboration skills are essential for success.

Qualifications

• Diploma or university degree required or welcome
• CMFAS modules such as 5, 9, 9A and HI are preferred
• Proven track record in sales and client engagement is advantageous
• Strong interpersonal and communication skills are essential
• Ability to work both independently and as part of a team

Responsibilities

• Understand customers' financial needs and provide appropriate financial advice
• Deliver advisory services across bank's network and referrals to meet sales targets
• Maintain professionalism and integrity in all advisory interactions
• Ensure compliance with internal policies and regulatory requirements
• Collaborate with team leaders and other roles for customer solutions

Skills

Interpersonal skills

Communication

Relationship building

Sales experience

Education

Diploma

University Degree

CMFAS Modules 5, 9, 9A, HI

Job description

UOB in Singapore seeks a Bancassurance Specialist to deliver tailored financial advisory services to banking customers. You will start as an individual contributor with growth opportunities into leadership roles, including team leadership and advanced advisory roles for HNW clients.

Candidate should have a diploma or degree, CMFAS modules, and a proven sales track record. Strong interpersonal, communication, and team collaboration skills are essential for success.