Senior Officer, Bancassurance Specialist | Singapore, SG

United Overseas Bank; Singapore; On-site; SGD 30,000 - 70,000; Full time

Job summary

Join a forward-thinking bank as a Bancassurance Specialist, where you will provide tailored financial advisory services to customers. This role offers a rewarding career path with opportunities for advancement, including the potential to lead a team. You will engage with clients through active consultations, ensuring compliance with internal policies and regulatory requirements. If you are results-oriented and possess strong sales skills, this is a fantastic opportunity to make a significant impact in the banking sector while enjoying a supportive work environment that values your contributions.

Qualifications

• Fresh graduates with strong sales attributes are encouraged to apply.
• Minimum 1 year of insurance sales experience preferred.

Responsibilities

• Provide accurate financial advisory services to bank customers.
• Engage customers through active teleconsultation and referrals.

Skills

Sales Skills

Financial Advisory

Customer Engagement

Insurance Knowledge

Education

Diploma from a recognized institution

Job description

Senior Officer, Bancassurance Specialist

Senior Officer, Bancassurance Specialist

Senior Officer, Bancassurance Specialist

Posting Date: 23 Apr 2025

Location:
Singapore (City Area), Singapore, SG, 048624

Company: 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. 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.

About the Department

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.

Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

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 can expect to embark on an exciting and rewarding career track with an attractive remuneration scheme
• Either by providing accurate financial advisory to customers as an individual contributor or should you do well as an individual contributor, you may be selected to advance your milestone as a Team Leader whose responsibility is to manage and lead a team of Bancassurance Specialists and Senior Bancassurance Manager or Bancassurance Advisor that handles the High Net worth segment.

Job Responsibilities
• Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels.
• Engage Existing Bank customers through active teleconsultation and referrals.
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements.

Job Requirements
• Fresh graduates who possess strong sales attributes are highly encouraged.
• Possess at least a Diploma from a recognized institution with minimum 1 year of insurance sales experience.
• Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI) preferred.
• Results-oriented and driven.
• Sales personnel with track records strongly preferred.
• Competent in engaging existing customers on financial planning.

Be a part of 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.

Apply now and make a difference.

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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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