Bancassurance Specialist, Personal Financial Services

UOB United Overseas Bank Limited

Singapore
Not specified; attractive remuneration scheme ment...
Provide financial advisory services to customers
Meet and exceed individual sales targets
Uphold compliance with bank policies
The role involves providing tailored financial solutions including deposits, insurance, loans, and investment services to retail customers

Job Summary

  • The role involves providing tailored financial solutions including deposits, insurance, loans, and investment services to retail customers.
  • High performers have a structured progression pathway into leadership roles such as Team Leader or Senior Bancassurance Manager.
  • Candidates must ensure full compliance with internal policies, business processes, and regulatory requirements during all advisory interactions.

Matching Summary

The role involves providing tailored financial solutions including deposits, insurance, loans, and investment services to retail customers.

Salary

Not specified; Attractive remuneration scheme mentioned

Skills & Requirements

Must-have

  • Provide financial advisory services to customers
  • Meet and exceed individual sales targets
  • Uphold compliance with bank policies

Nice-to-have

  • Strong interpersonal and communication skills
  • Ability to work independently and collaboratively
  • Proven track record in client engagement

Key Requirements

  • Minimum Diploma or University Degree
  • At least 2 years of relevant working experience
  • CMFAS Modules 5, 9, 9A, and HI accreditations preferred

Work Rights

Not specified

Tailored Resume

Cover Letter