Bancassurance Specialist

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.

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