VP, Banca Advisory Team Head, PFS

Kuala Lumpur
Permanent
Full-time

25 days ago

About UOBUnited 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 DescriptionJob DescriptionJob Responsibilities:

Sales & Business Development - Develop and implement strategies to guide and coach Banssurance Advisor to sell life insurance products (investment-linked savings, health and protection) through bank branches.
Relationship Management - Maintain strong ties between the bank and insurance company, engage key stakeholders for referrals, and keep bank staff updated on products and sales skills.
Training & Support - Train and support bank staff on insurance products, underwriting follow-up, and sales techniques, while organizing events and campaigns to raise product awareness
Compliance & Documentation - Ensure all sales processes and documentation comply with regulatory guidelines
Performance Monitoring & Reporting - Monitor sales performance across branches, collaborate with stakeholders on strategy, analyze market trends, and prepare reports on sales results and growth opportunities for management
Customer Service & Retention - Support and guide bankers in handling customer queries, claims, renewals, and upselling.

Job Requirements:

A recognized diploma / degree in any field. Must possess PCE & CEILI qualification.
Minimum 3-7 years of working experience in Bancassurance/Insurance/Banking Sales.
Passionate about sales & possess strong commitment to achieve sales target
A team player; proactive, outgoing, performance driven and flexible to changes
Strong understanding of life & non-life insurance products.
Excellent communication, negotiation, and relationship-building skills.
Leadership ability to train and motivate bank staff.
Knowledge of regulatory compliance in bancassurance.
Proficiency in MS Office and CRM tools.
Enjoy meeting people and influential in sales

Additional RequirementsBe 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.Apply now and make a Difference

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