Banca Specialist
UNITED OVERSEAS BANK LIMITED
1. Relationship Management
2. Advisory & Compliance
- Cultivate strong, trust-based relationships with bank customers and branch staff to drive insurance referrals and long-term engagement.
- Act as a key liaison between the bank and insurance provider, ensuring seamless communication and collaboration.
- Provide personalized service by understanding clients' financial goals and tailoring insurance solutions accordingly.
- Maintain regular contact with clients to review their coverage, address concerns, and identify opportunities for policy enhancements or new products.
2. Advisory & Compliance
- Deliver professional and ethical financial advice aligned with clients' needs and regulatory standards.
- Ensure full compliance with MAS regulations and internal policies, including proper documentation and disclosure practices.
- Stay current with industry developments, product updates, and regulatory changes to provide accurate and relevant advice.
- Uphold high standards of integrity and transparency in all client interactions and sales processes.
JOB SUMMARY
Banca Specialist
UNITED OVERSEAS BANK LIMITED
Singapore
7 hours ago
N/A
Full-time
Banca Specialist