Bancassurance Specialist

Posted 2 Days Ago
Be an Early Applicant
Singapore, SGP
In-Office
Entry level
Financial Services
The Role
Provide financial advice and bancassurance services to bank customers through branch, tele-consulting, and referral channels. Identify customer needs, meet sales targets, maintain professional and ethical advisory standards, and ensure compliance with internal policies, business processes, regulatory requirements, documentation, and advisory procedures.
Summary Generated by Built In
Company: 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, Strategise

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.

Apply now and make a Difference

Skills Required

  • Minimum diploma from a recognized institution with at least two years of relevant working experience
  • Recognized university degree; fresh graduates are welcome
  • CMFAS Modules 5, 9, 9A, and HI accreditations
  • Proven sales performance and client engagement experience
  • Strong interpersonal, communication, and relationship-building skills
  • Ability to work independently and collaboratively within a team
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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