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Financial Protection Advisor, UOB Personal Financial Services

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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

 



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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Caproasia.com is the leading platform for information, data, research and resource for the financial industry in Asia. Collectively, they manage more than $20 trillion assets in Asia in Investments, Fund Management, Asset Management, Private Banking, Wealth Management, Multi-Family Office, Family Office, Private Equity and Hedge Funds.