United Overseas Bank Ltd (UOB)

Financial Protection Advisor, Personal Financial Services

United Overseas Bank Ltd (UOB) Date Posted: 21-Oct-2017

Save Job

Job Description

Join us today as our Financial Protection Advisor

  • Whether you are graduating soon or thinking of career advancement within the banking space, why not explore with UOB?
  • As a financial protection advisor, 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 manager whose responsibility is to manage and lead a team of financial protection advisors.

Responsibilities:

  • Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels
  • Acquire new customers through active participation in road shows and telemarketing
  • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

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)
  • 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 will be given priority
  • Fresh graduates who possess strong sales attributes may be considered

Join us today as our Financial Protection Advisor

  • Whether you are graduating soon or thinking of career advancement within the banking space, why not explore with UOB?
  • As a financial protection advisor, 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 manager whose responsibility is to manage and lead a team of financial protection advisors.

Responsibilities:

  • Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels
  • Acquire new customers through active participation in road shows and telemarketing
  • Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

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)
  • 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 will be given priority
  • Fresh graduates who possess strong sales attributes may be considered

Company Overview

United Overseas Bank Ltd (UOB)
United Overseas Bank Ltd (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. Today, UOB is rated among the world’s top banks: ‘Aa1’ by Moody’s and ‘AA-’ by Standard & Poor’s and Fitch Ratings. Generations of UOB employees for the past 80 years have carried through the entrepreneurial spirit, focus on long-term value creation and an unwavering commitment to do what is right for our customers and our colleagues. At UOB, we believe in being a responsible financial services provider and we are committed to making a difference in the lives of our stakeholders and in the communities in which we operate. Just as we are dedicated to helping our customers manage their finances wisely and grow their businesses,