Bancassurance Advisor - Privilege Banking International

UOB

Singapore

On-site

SGD 70,000 - 110,000

Full time

11 days ago

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Job summary

United Overseas Bank Ltd is seeking a Bancassurance Advisor for Privilege Banking International. You will provide precise financial advice to bank customers and drive insurance sales through privilege banking channels.

The role requires a degree in Finance/Business, at least 5 years in insurance sales, and CMFAS certifications. This is an onsite position in the Central Region with a competitive remuneration package.

Qualifications

  • Degree in Finance or related field.
  • At least 5 years of insurance sales experience.
  • CMFAS certifications preferred.

Responsibilities

  • Provide accurate financial advisory to customers.
  • Drive insurance sales through privilege banking offshore channels.
  • Ensure proper advisory procedures and documentation per internal policies and regulations.
  • Support or lead Bancassurance Advisors as needed.

Skills

Insurance sales
Client engagement
Financial advisory

Education

Bachelor's degree in Finance/Business

Tools

CMFAS certifications

Job description

## Bancassurance Advisor - Privilege Banking InternationalApply: Onsite: Central Region (City Area): Full time: Posted Today: End Date: December 14, 2026 (30+ days left to apply): JR92746Company: 1011 United Overseas Bank Ltd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **Job Description**As a Bancassurance Advisor, you can expect to embark on an exciting and very rewarding careertrack 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 - SingaporeBe a Part of the UOB FamilyUOB 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.
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