Bancassurance Specialist, Personal Financial Services

uobgroup; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Singapore invites applications for Bancassurance Specialist. You will provide financial advisory services to bank customers through the Bank's network, tele-consulting and internal referrals, with the objective of meeting and exceeding sales targets.

As an individual contributor, you will be on a structured progression path with potential moves into Team Leader and Senior Bancassurance roles focusing on the High Net Worth segment.

Qualifications

• Diploma or University Degree required; fresh graduates welcomed.
• Accreditations CMFAS 5, 9, 9A and HI preferred.
• Proven track record in sales and client engagement is an advantage.

Responsibilities

• Understand customers' financial needs and provide timely financial advice.
• Deliver advisory services through the bank's network, tele-consulting and referrals to meet sales targets.
• Maintain professionalism, diligence and integrity in all advisory interactions.
• Ensure full compliance with internal policies and regulatory requirements.

Skills

Sales

Interpersonal skills

Communication

Relationship-building

Teamwork

Education

Diploma or Degree

University degree

Tools

CMFAS 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. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Join us today as our Bancassurance Specialist

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

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.