VP, Bancassurance Advisor (Klang Valley), PFS

UOB; Subang Jaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a proactive sales professional to deliver Banca sales targets by providing tailored financial advice to clients. You will support the Group Sales Manager with referrals and branch activities and drive sales campaigns and product trainings.

The ideal candidate holds a diploma/degree with PCE & CEILI qualifications, has 2–3 years ofInsurance sales experience for High Net Worth clients, and demonstrates strong communication and relationship-building

Qualifications

• Diploma/degree in any field and CEILI/PCE qualified.
• Ability to meet high net worth client targets.
• Strong interpersonal communication skills.

Responsibilities

• Deliver personal and branch Banca sales targets by providing financial advice.
• Support Team Head / Group Sales Manager in referrals and branch activities.
• Drive and execute Banca sales campaigns and product training.
• Ensure compliance and governance in the sales process.

Skills

Sales

Insurance sales

Client relationship

Communication

Team player

Education

Diploma/Degree

PCE & CEILI

Job description

Company: 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 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.