VP, Bancassurance Advisor, Privilege International

Reposted 17 Days Ago
Be an Early Applicant
Singapore, SGP
In-Office
Senior level
Financial Services
The Role
Provide financial advisory and drive insurance sales to privileged banking customers via referrals; ensure compliant documentation and procedures; deliver strong client engagement and sales performance; potential to advance to team manager overseeing Bancassurance Advisors.
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

As a Bancassurance Advisor, you can expect to embark on an exciting and very rewarding careertrack with an attractive remuneration scheme.

  • 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 manager whose responsibility is to manage and lead a team of Bancassurance Advisors.

  • Provide accurate financial advisory services to existing bank customers through referrals from privilege banking offshore channels

  • Drive insurance sales in the respective segments in which you will be supporting

  • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

Requirements:

  • Degree in Finance, Business, or related fields.

  • At least 5 years of insurance sales experience 

  • Candidates with proven track records in sales performance and client engagement are prioritized   

  • CMFAS certifications (Modules 5, 9, 9A, HI) are preferred

Additional Requirements

CMFAS HI - Certificate in Health Insurance - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore

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

  • Degree in Finance, Business, or related fields
  • At least 5 years of insurance sales experience
  • Proven track record in sales performance and client engagement
  • CMFAS certifications (Modules M5, M9, M9A, HI)
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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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