Bancassurance Advisor - Privilege Banking International

uobgroup; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore is recruiting a Bancassurance Advisor to deliver accurate financial advisory services to existing bank clients and, where suitable, coach a team of advisors in the future. You will drive insurance sales within selected segments while adhering to internal policies and regulatory requirements.

Requirements include a degree in Finance, Business or related fields, at least 5 years of insurance sales experience, proven sales and client engagement results,

Qualifications

• Degree in Finance, Business, or related fields.
• 5+ years of insurance sales experience.
• Proven track records in sales performance and client engagement are prioritized.

Responsibilities

• Provide accurate financial advisory services to existing bank customers through referrals from privilege banking offshore 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.

Skills

Insurance sales experience

Sales performance

Client engagement

Education

Degree in Finance, Business, or related fields

Tools

CMFAS certifications (Modules 5, 9, 9A, HI)

Job description

Company: 1011 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.

Job Description

As a Bancassurance Advisor, you can expect to embark on an exciting and very rewarding career track with an attractive remuneration scheme.

• Providing accurate financial advisory to customers as an individual contributor or should you do well as an individual contributor, you may be selected to advance your milestone as a team manager whose responsibility is to manage and lead a team of Bancassurance Advisors.
• Provide accurate financial advisory services to existing bank customers through referrals from privilege banking offshore 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

Requirements:

• Degree in Finance, Business, or related fields.
• At least 5 years of insurance sales experience
• Candidates with proven track records in sales performance and client engagement are prioritized
• CMFAS certifications (Modules 5, 9, 9A, HI) are preferred

Additional Requirements

• CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore, Develop, Engage, Execute, Strategise

Be a Part of the 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.