VP, Bancassurance Advisor (Ipoh), PFS

2201 United Overseas Bank (Malaysia) Bhd; Ipoh; On-site; MYR 55,000 - 85,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a sales-oriented professional in Ipoh to deliver banca sales targets by tailoring financial advice to client profiles. You will support the Group Sales Manager, drive referrals, and lead banca campaigns while ensuring governance and compliance in all sales processes.

With a diploma/degree and PCE & CEILI qualifications, you will leverage interpersonal and communication skills to build relationships, meet clients, and contribute to a driven,

Qualifications

• A recognized diploma / degree in any field.
• Must possess PCE & CEILI qualification
• Minimum 2-3 years of working experience in Insurance Sales for High Net Worth customer segment.
• Passionate about sales with strong commitment to achieve sales target
• Has good interpersonal skills with the ability to communicate at all levels
• A team player; proactive, outgoing, performance driven and flexible to changes
• Enjoy meeting people and influential in sales

Responsibilities

• Deliver personal and branch Banca sales target by providing financial advice according to client’s needs and profile.
• Support Team Head / Group Sales Manager in driving referrals and branch activities.
• Drive / execute Banca sales campaign, provide product training and other related activities.
• Responsible and accountable on sales process, governance and compliance matter.

Skills

Interpersonal skills

Sales ability

Communication

Education

Diploma or Degree

PCE & CEILI qualification

Job description

Company

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.

Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Deliver personal and branch Banca sales target by providing financial advice according to client’s needs and profile.

Support Team Head / Group Sales Manager in driving referrals and branch activities.

Drive / execute Banca sales campaign, provide product training and other related activities.

Responsible and accountable on sales process, governance and compliance matter.

Job Requirements

• A recognized diploma / degree in any field.


• Must possess PCE & CEILI qualification


• Minimum 2-3 years of working experience in Insurance Sales for High Net Worth customer segment.


• Passionate about sales & possess strong commitment to achieve sales target


• Has good interpersonal skills with the ability to communicate at all levels


• A team player; proactive, outgoing, performance driven and flexible to changes


• Enjoy meeting people and influential in sales

Additional Requirements

• Be a Part of the UOB Family


• UOB is an equal opportunity employer.


• UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.


• All employment decisions at UOB are based on business needs, job requirements and qualifications.


• If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

UOB Purpose and Recognition

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN.

We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings.

With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America.

In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site

Career Site: UOB Career site