Bancassurance Advisor - Privilege Banking International
UOB · Central Region (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Singapore, this role involves providing financial advisory services to existing bank customers within the privilege banking offshore channels. The advisor will focus on driving insurance sales while ensuring all advisory procedures and documentation comply with internal bank policies and regulatory requirements. This position offers a rewarding career path with potential for advancement to a team management role.
หน้าที่ความรับผิดชอบ / Responsibilities
- Provide accurate financial advice to customers
- Drive insurance sales within assigned segments
- Ensure proper advisory procedures and documentation
- Adhere to bank policies and regulatory requirements
คุณสมบัติ / Qualifications
- Degree in Finance, Business, or related field
- At least 5 years of insurance sales experience
- Proven track record in sales performance and client engagement
- CMFAS certifications (Modules 5, 9, 9A, HI) preferred
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Insurance Sales
- Client Engagement
- Regulatory Compliance
- Sales Performance
ทักษะเพิ่มเติม / Nice to have
- CMFAS M5
- CMFAS M9
- CMFAS M9A
- CMFAS HI