VP, Bancassurance Advisor (Klang Valley), PFS

UOB

Puchong

On-site

MYR 70,000 - 120,000

Full time

6 days ago
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Job summary

United Overseas Bank (Malaysia) Bhd in Puchong invites applications for the Vice President, Bancassurance Advisor role in Klang Valley. The position is onsite, full-time, and focuses on delivering banca sales targets while offering tailored financial guidance to clients.

The role includes supporting leadership in referrals and branch activities, driving banca campaigns, and ensuring governance and compliance across sales processes.

Qualifications

  • Diploma or degree in any field is required.
  • PCE & CEILI qualifications are required.

Responsibilities

  • Deliver personal and branch Banca sales targets by providing financial advice according to client needs and profile.
  • Support Team Head / Group Sales Manager in driving referrals and branch activities.
  • Drive/exe Banca sales campaigns, provide product training and other related activities.
  • Responsible for sales governance and compliance in all processes.

Skills

Interpersonal skills
Communication
Team player
Sales target driven

Education

Diploma or Degree
PCE qualification
CEILI qualification

Job description

## VP, Bancassurance Advisor (Klang Valley), PFSApply: Onsite: Puchong (City Area): Full time: Posted Today: JR94066Company: 2201 United Overseas Bank (Malaysia) Bhd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **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 FamilyUOB 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.
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