Bancassurance Specialist

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

1011 United Overseas Bank Ltd in Singapore seeks a Financial Advisor to actively understand customers’ financial needs and provide timely, accurate advice aligned with banking requirements. You will deliver advisory services via the bank’s network and referrals, working to meet and exceed individual sales targets while upholding high standards of professionalism, diligence, and integrity.

Candidates with a Diploma or University degree and CMFAS modules 5/9/9A/HI are preferred, with strong

Qualifications

• Diploma or university degree in a relevant field.
• CMFAS Modules 5, 9, 9A and HI preferred.
• Proven sales track record and client engagement advantageous.
• Strong interpersonal and communication skills.
• Ability to work independently and in a team.

Responsibilities

• Understand customers’ financial needs and provide financial advice aligned with banking requirements.
• Deliver advisory services through branch network, tele-consulting and referrals to meet sales targets.
• Maintain professionalism, diligence and integrity in advisory interactions.
• Ensure compliance with internal policies, processes and regulatory requirements, including documentation.

Skills

Sales skills

Interpersonal skills

Communication skills

Client engagement

Education

Diploma or University degree

Tools

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.

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

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.

Together, Let’s Build the Future of ASEAN

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.