Bancassurance Specialist, Personal Financial Services
UOB · Central Region (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Singapore, this role involves providing financial advisory services to bank customers, helping them achieve their financial goals. You will engage with clients through various channels, ensuring advice aligns with their banking needs and meeting sales targets. This position offers a structured career path within the banking sector, with opportunities for advancement into leadership or specialized high-net-worth roles.
หน้าที่ความรับผิดชอบ / Responsibilities
- Understand customer financial needs and provide appropriate advice
- Deliver financial advisory services to meet sales targets
- Maintain high professional standards and integrity
- Ensure compliance with bank policies and regulations
คุณสมบัติ / Qualifications
- Diploma with at least 2 years relevant experience or University Degree
- Relevant CMFAS accreditations (Modules 5, 9, 9A, HI) preferred
- Proven sales performance and client engagement is a plus
- Strong interpersonal and communication abilities
- Ability to work independently and collaboratively
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Sales
- Client Engagement
- Communication
- Interpersonal Skills
- Compliance
ทักษะเพิ่มเติม / Nice to have
- CMFAS Modules 5
- CMFAS Modules 9
- CMFAS Modules 9A
- CMFAS HI