Bancassurance Advisor – Klang Valley Growth Leader

United Overseas Bank (Malaysia) Bhd

Puchong

On-site

MYR 60,000 - 100,000

Full time

6 days ago
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Job summary

United Overseas Bank (Malaysia) Bhd is seeking a sales-focused professional to drive banca insurance solutions for high net worth clients. You will provide financial guidance aligned with client profiles, support leadership in referrals and branch activities, and run banca sales campaigns while ensuring adherence to governance and compliance standards.

The ideal candidate has a diploma/degree with PCE & CEILI qualifications and 2–3 years of HNW insurance sales experience, with strong

Qualifications

  • Diploma or degree in any field with PCE & CEILI qualifications.
  • 2–3 years of experience in Insurance Sales for High Net Worth clients.
  • Strong ability to meet sales targets and communicate effectively.

Responsibilities

  • Deliver personal and branch Banca sales targets by providing financial advice per client needs.
  • Support Team Head / Group Sales Manager in driving referrals and branch activities.
  • Drive/execute Banca sales campaigns and provide product training.
  • Ensure governance and compliance in all sales processes.

Skills

Interpersonal skills
Team player
Sales driven
Communication

Education

Diploma/degree + PCE & CEILI

Tools

Insurance products knowledge

Job description

United Overseas Bank (Malaysia) Bhd is seeking a sales-focused professional to drive banca insurance solutions for high net worth clients. You will provide financial guidance aligned with client profiles, support leadership in referrals and branch activities, and run banca sales campaigns while ensuring adherence to governance and compliance standards.

The ideal candidate has a diploma/degree with PCE & CEILI qualifications and 2–3 years of HNW insurance sales experience, with strong

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