Bancassurance Specialist, Personal Financial Services

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 40,000 - 65,000; Full time

Job summary

UOB in Singapore seeks a Bancassurance Specialist to deliver tailored financial advisory services to banking customers. You will start as an individual contributor with growth opportunities into leadership roles, including team leadership and advanced advisory roles for HNW clients.

Candidate should have a diploma or degree, CMFAS modules, and a proven sales track record. Strong interpersonal, communication, and team collaboration skills are essential for success.

Qualifications

• Diploma or university degree required or welcome
• CMFAS modules such as 5, 9, 9A and HI are preferred
• Proven track record in sales and client engagement is advantageous
• Strong interpersonal and communication skills are essential
• Ability to work both independently and as part of a team

Responsibilities

• Understand customers' financial needs and provide appropriate financial advice
• Deliver advisory services across bank's network and referrals to meet sales targets
• Maintain professionalism and integrity in all advisory interactions
• Ensure compliance with internal policies and regulatory requirements
• Collaborate with team leaders and other roles for customer solutions

Skills

Interpersonal skills

Communication

Relationship building

Sales experience

Education

Diploma

University Degree

CMFAS Modules 5, 9, 9A, HI

Job description

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

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services: deposit, insurance, secured and unsecured loans, investment and wealth advisory services. Join us today as our Bancassurance Specialist. 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

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.

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. Explore career opportunities with us today. 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.