Financial Protection Advisor, Personal Financial Services

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Job Overview

Financial Protection Advisor, Personal Financial Services

Job Description

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.
What are my Job 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
Do you have what it takes?
  • 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
  • Regulatory License: CMFAS M5, M9, M9A and HI
  • Professional Certifications: –
  • Other Requirements: Local polytechnic diploma or degree in any field


More Info
  • Business Function: Personal Financial Services
  • Department: Personal Financial Services / Bancassurance
  • Client Segment: Consumer


Application Procedure



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Job Detail
  • ExperienceLess than 1 Year
  • INDUSTRYBanking
  • QualificationDiploma
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