Chloe Yap

Director Bancassurance Sales @ AIA Malaysia

About

With over 20 years of expertise in financial services, I was a Director of Bancassurance Sales at AIA Malaysia, driving strategic initiatives in partnership with executive bank stakeholders. Passionate about fostering high-performing cultures, I leveraged my leadership to enhance regional manpower expansion and champion cross-functional collaborations. Dedicated to aligning organizational success with innovative strategies, I am a results-driven yet collaborative approach to empowering teams and unlocking growth opportunities. At AIA Malaysia, I led the F2F Bancassurance business across key regions (Northern, Perak, East Coast and Klang Valley), focused on strengthening relationships with bank partners and implementing targeted recruitment initiatives. Through organizational efforts such as Project Manpower, I have fostered cross-functional efficiency while driving regional agility. My expertise in stakeholder management and partnership development positions me to contribute to sustainable business growth.

Country

Malaysia

City

Penang

Industry

Skill

Senior Stakeholder Management

Experience

Director Bancassurance Sales

AIA Malaysia

2016-12 - 2026-4 · 9 yrs 5 mos

Malaysia

• Spearheaded the F2F Bancassurance business across key economic regions, enhancing strategic partnerships with executive Bank Partners. • Engineered targeted recruitment initiatives to build a high-performing culture, driving regional manpower expansion. • Championed organizational initiatives like Project Manpower to optimize cross-functional collaboration and regional agility.

Vice President, Privilege Banking Team Head

UOB

2012-1 - 2016-10 · 4 yrs 10 mos

Malaysia

• Directed Privilege Banking operations for Bukit Mertajam and Butterworth branches, leading a team of 10 Client Advisors. • Developed and implemented HNW client strategies, mentoring advisors in wealth management and compliance. • Achieved 137% of target in 2015, generating RM 5.1 million in revenue and recognized as Nationwide Champion Privilege Banking Team Head.

Area Sales Manager

AXA Affin Insurance

2009-2 - 2011-10 · 2 yrs 9 mos

Malaysia

• Partnered with bank stakeholders to design and implement regional sales planning strategies. • Conducted skill-enhancement and compliance training for team members to boost performance. • Accompanied bankers on joint sales calls to improve cross-selling confidence and conversion rates. • Achieved RM 11 million APE in 2010, capturing a 60% market share in Nationwide Bancassurance sales.

Account Manager

UniAsia Life Assurance

2007-1 - 2009-1 · 2 yrs 1 mo

Malaysia

• Managed strategic alliances with bank partners, enhancing product knowledge and compliance standards. • Equipped frontline bank sales staff with advanced sales skills to drive performance. • Recognized as the Best Business Partner in 2007 and 2008, showcasing exceptional collaboration. • Led the Northern Region to achieve the Nationwide Top Banca Business Contributor status in both years 2007 and 2008.

Insurance Specialist

Prudential Agency

2005-8 - 2007-6 · 1 yr 11 mos

Malaysia

• Managed the complete sales cycle for life insurance and wealth products, from prospecting to closing. • Delivered comprehensive financial planning advice, focusing on wealth accumulation and protection strategies. • Established a strong reputation in the Penang market through dedicated after-sales service and efficient claims handling.

Mortgage Sales Executive

Citi

2004-1 - 2005-7 · 1 yr 7 mos

Malaysia

• Marketed housing loans, property refinancing structures, and credit card services to prospective clients. • Analyzed individual financial profiles to recommend optimal lending products tailored to client needs. • Built strong relationships with stakeholders, including developers and legal counsels, to streamline approval processes. • Developed expertise in consultative sales methodology within the banking sector.