Bancassurance Specialist - Personal Financial Services

United Overseas Bank Limited; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

United Overseas Bank Limited in Singapore is seeking a Bancassurance Specialist to deliver financial advisory services to bank customers through the network and referrals, helping them meet their financial goals with a tailored range of products.

You will work as an individual contributor with a clear progression path, with high performers potentially moving into leadership roles such as Team Leader or Senior Bancassurance Manager, focusing on the High Net Worth segment.

Qualifications

• Diploma or University Degree in a related field.
• CMFAS Modules 5, 9, 9A and HI are preferred.
• Proven track record in sales and client engagement is advantageous.
• Strong interpersonal, communication and relationship-building skills.

Responsibilities

• Actively understand customers' financial needs and provide timely, accurate financial advice.
• Deliver advisory services to customers through the bank's network and referrals to meet sales targets.
• Maintain professionalism, diligence and integrity in advisory interactions.
• Ensure compliance with internal policies, processes and regulatory requirements.

Skills

Interpersonal skills

Communication skills

Relationship-building

Education

Diploma or equivalent

University Degree

Job description

Join us today as our Bancassurance Specialist

The Retail function provides Personal and Business Banking customers with financial solutionstailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Whether you are graduating soon or thinking of career advancement within the banking space,why not explore with UOB?

As a Bancassurance Specialist , you will embark on an exciting and rewarding career with a structured progression pathway and an attractive remuneration scheme.

You will start as an individual contributor , providing financial advisory services to bank customers. High performers may be identified for progression into leadership roles, including Team Leader , where you will manage and lead a team of Bancassurance Specialists or advance into Senior Bancassurance Manager or Bancassurance Advisor role focusing on the High Net Worth (HNW) segment.

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