Bancassurance Specialist

United Overseas Bank Limited; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

1011 United Overseas Bank Ltd is seeking a customer-focused banking adviser in Singapore to deliver financial advisory services and meet sales targets. You will engage clients through the bank’s channels, ensuring compliant and accurate guidance.

The role requires a Diploma or degree with CMFAS modules, strong communication skills, and teamwork. Fresh graduates are welcome to apply and contribute to a compliant advisory culture.

Qualifications

• Minimum Diploma with at least 2 years relevant experience or a recognized degree.
• CMFAS Modules 5, 9, 9A, and HI are preferred.
• Proven track record in sales performance and client engagement.
• Strong interpersonal and communication skills; able to work independently and in a team.

Responsibilities

• Actively understand customers’ financial needs and provide timely, accurate and appropriate financial advice aligned with their banking requirements
• Deliver financial advisory services to bank customers through the Bank’s network, tele-consulting and internal referrals, with the objective of meeting and exceeding individual sales targets
• Uphold a high standard of professionalism, diligence and integrity in all advisory interactions
• Ensure full compliance with the Bank’s internal policies, business processes and regulatory requirements, including proper documentation and advisory procedures

Skills

Interpersonal communication

Client engagement

Sales ability

Teamwork

Education

Diploma or degree

CMFAS 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

Key Responsibilities

• Actively understand customers’ financial needs and provide timely, accurate and appropriate financial advice aligned with their banking requirements
• Deliver financial advisory services to bank customers through the Bank’s network, tele-consulting and internal referrals, with the objective of meeting and exceeding individual sales targets
• Uphold a high standard of professionalism, diligence and integrity in all advisory interactions
• Ensure full compliance with the Bank’s internal policies, business processes and regulatory requirements, including proper documentation and advisory procedures

Job Requirements

• Minimum Diploma from a recognized institution with at least 2 years of relevant working experience or a recognized University Degree (fresh graduates are welcome)
• Relevant accreditations such as CMFAS Modules 5, 9, 9A, and HI are preferred
• Proven track record in sales performance and client engagement will be an advantage
• Strong interpersonal, communication and relationship-building skills
• Ability to work both independently and collaboratively within a team

Additional Requirements 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.

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