VP, Bancassurance Advisor (Klang Valley), PFS

Posted 3 Days Ago
Be an Early Applicant
City Road Area, Kasganj, Uttar Pradesh, IND
In-Office
Mid level
Financial Services
The Role
Drive personal and branch bancassurance sales targets by advising clients according to their financial needs and profiles. Support sales leaders with referrals, branch activities, campaigns, and product training. Ensure sales processes comply with governance and regulatory requirements while building relationships with high-net-worth customers. The role requires insurance sales experience, PCE and CEILI qualifications, strong communication skills, and a performance-driven approach.
Summary Generated by Built In
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.

Apply now and make a Difference

Skills Required

  • Recognized diploma or degree in any field
  • PCE qualification
  • CEILI qualification
  • Minimum 2-3 years of insurance sales experience
  • Experience serving high-net-worth customer segments
  • Strong sales orientation and commitment to achieving targets
  • Good interpersonal and communication skills
  • Team player who is proactive, outgoing, performance-driven, and flexible
  • Enjoys meeting people and possesses sales influence
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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