Bancassurance Advisor - Privilege Banking International

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore is seeking a Bancassurance Advisor to provide accurate financial advisory to existing bank customers and drive insurance sales within assigned segments. You may advance to lead a team if you demonstrate strong performance.

Requirements include a degree in Finance or related field, at least 5 years of insurance sales experience, and CMFAS certifications (5, 9, 9A, HI).

Qualifications

• Degree in Finance, Business, or related fields.
• At least 5 years of insurance sales experience.
• CMFAS certifications (Modules 5, 9, 9A, HI) are preferred.

Responsibilities

• Provide accurate financial advisory services to existing bank customers.
• Drive insurance sales in the respective segments in which you will be supporting.
• Ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.

Skills

Insurance sales experience

CMFAS certifications

Education

Degree in Finance, Business, or related fields

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site