Senior Officer, Bancassurance Specialist, Personal Financial Services

1 week ago

Singapore UNITED OVERSEAS BANK LIMITED Full time
Roles & Responsibilities

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:

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

Tell employers what skills you have

Requirements Management
Referrals
Management Consulting
Modeling
Equity Research
Financial Planning
Critical Thinking
Trade Finance
Insurance Sales
Banking
Team Leader
Programme Management
Financial Advisory
Regulatory Requirements
LinkedIn

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