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Financial Protection Advisor, UOB Personal Financial Services

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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

 

Read the full job details at Jobs Center

 

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About UOB

United Overseas Bank (UOB) was founded by Datuk Wee Kheng Chiang, incorporated on 6 August 1935 as the United Chinese Bank — the change of the name was effected in 1965. Today, the UOB Group has a network of more than 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.



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