Senior Officer, Bancassurance Specialist, Personal Financial Services
UOB
- Singapore
- Permanent
- Full-time
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Join us today as our Bancassurance Specialist
- Whether you are graduating soon or thinking of career advancement within the banking space,why not explore with UOB?
- As a Bancassurance Specialist, you can expect to embark on an exciting and rewarding career track with an attractive remuneration scheme
- Either by 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 Leader whose responsibility is to manage and lead a team of Bancassurance Specialists and Senior Bancassurance Manager or Bancassurance Advisor that handles the High Net worth segment.
- Provide accurate financial advisory services to existing bank customers through referrals frommortgage and core banking channels
- Engage Existing Bank customers through active teleconsultation and referrals
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements
- Results-oriented and driven
- Competent in engaging existing customers on financial planning
- Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A and HI) preferred
- Possess at least a Diploma from a recognized institution
- Sales personnel with track records strongly preferred
- Candidates with minimum 1 year of insurance sales experience or Fresh graduates who possess strong sales attributes are highly encouraged.