Bancassurance Specialist

UOB; Central (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

United Overseas Bank Ltd is seeking a Bancassurance Specialist for the Central Region (City Area). The role delivers tailored financial advice to customers through the bank’s network and tele-consulting, aiming to meet or exceed sales targets while maintaining high professional standards.

Minimum Diploma with 2+ years of experience or a recognized University Degree is required; CMFAS Modules 5, 9, 9A, and HI are preferred.

Qualifications

• Minimum Diploma with 2+ years of relevant experience or a recognized University Degree (fresh graduates are welcome)
• CMFAS Modules 5, 9, 9A, and HI preferred
• Proven track record in sales performance and client engagement will be an advantage
• Strong interpersonal, communication and relationship-building skills

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

Skills

Interpersonal skills

Communication skills

Relationship building

Education

Diploma or University Degree

Job description

## Bancassurance SpecialistApply: Central Region (City Area): Full time: Posted 8 Days Ago: End Date: November 30, 2026 (30+ days left to apply): JR95176Company: 1011 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.**Job Description****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, StrategiseBe a Part of the UOB FamilyUOB 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.