Financial Services Expert

7 days ago


Singapore UNITED OVERSEAS BANK LIMITED Full time
Unlock Your Potential in Bancassurance

As a key member of our team at UNITED OVERSEAS BANK LIMITED, you will embark on a fulfilling career as a Bancassurance Specialist. This exciting opportunity allows you to explore the intersection of banking and insurance, delivering exceptional financial advisory services to our valued customers.

About the Role:
  • You will provide expert financial advice to existing bank customers through referrals, leveraging your skills in customer engagement and relationship-building.
  • Utilizing your strong communication skills, you will engage with customers via teleconsultation and referrals, fostering trust and loyalty.
  • Ensuring seamless advisory processes, you will maintain accurate documentation while adhering to internal policies, business processes, and regulatory requirements.
Key Requirements:
  • A results-driven individual with excellent interpersonal skills.
  • Competent in providing engaging financial planning services.
  • Possesses relevant accreditations (CMFAS Modules 5, 9, 9A, and HI) or a Diploma from a recognized institution.
  • Sales personnel with track records are preferred; however, candidates with 1 year of insurance sales experience or strong sales attributes are also encouraged.
What We Offer:
  • An attractive remuneration scheme with competitive salary ($45,000 - $65,000 per annum).
    This estimated salary range is based on industry standards and location considerations, reflecting the value we place on skilled professionals like yourself.
  • Opportunities for advancement within the organization, including Team Leader roles managing a team of Bancassurance Specialists and Senior Managers.


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