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Financial Protection Advisor, Personal Financial Services in Singapore at UOB Group

Date Posted: 9/23/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Singapore
  • Job Type:
  • Experience:
    At least 1 year(s)
  • Date Posted:
    9/23/2018

Job Description

Functional area: Personal Financial Services (PFS)
Employment type: Full-time
Job Type: Permanent

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