Bancassurance Specialist | Singapore, SG

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

Job summary

A leading Asian bank in Singapore is seeking a professional to manage relationships and provide financial advisory services. The ideal candidate will cultivate trust-based relationships, deliver ethical advice, and ensure compliance with regulations. Qualifications include various CMFAS certificates related to health and life insurance. This role offers the opportunity to make a significant impact in financial services.

Qualifications

• Cultivate strong, trust-based relationships with bank customers.
• Provide personalized service by understanding clients' financial goals.
• Ensure full compliance with MAS regulations and internal policies.

Responsibilities

• Drive insurance referrals and long-term engagement with customers.
• Liaise between the bank and insurance providers.
• Deliver ethical financial advice aligned with clients' needs.

Skills

Relationship Management

Financial Advisory

Compliance

Education

CMFAS HI - Certificate in Health Insurance - Singapore

CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore

CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore

CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore

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

1. Relationship Management

• Cultivate strong, trust-based relationships with bank customers and branch staff to drive insurance referrals and long-term engagement.
• Act as a key liaison between the bank and insurance provider, ensuring seamless communication and collaboration.
• Provide personalized service by understanding clients' financial goals and tailoring insurance solutions accordingly.
• Maintain regular contact with clients to review their coverage, address concerns, and identify opportunities for policy enhancements or new products.

2. Advisory & Compliance

• Deliver professional and ethical financial advice aligned with clients' needs and regulatory standards.
• Ensure full compliance with MAS regulations and internal policies, including proper documentation and disclosure practices.
• Stay current with industry developments, product updates, and regulatory changes to provide accurate and relevant advice.
• Uphold high standards of integrity and transparency in all client interactions and sales processes.

Additional Requirements

CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, CMFAS RES5 - Rules, Ethics and Skills for Financial Advisory Services - Singapore

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.

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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 territori...

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