Personal Wealth Associate, Seremban, PFS

UOB; Seremban; On-site; MYR 20,000 - 100,000; Full time

Job summary

Join a leading bank in Asia as part of a dynamic team focused on delivering exceptional financial solutions. This role offers a unique opportunity to engage with customers, promote a diverse range of banking products, and develop long-lasting relationships. As a member of this forward-thinking organization, you will be encouraged to grow your skills in wealth management and client engagement while contributing to the financial well-being of individuals and businesses. If you are passionate about sales and service and eager to make a difference, this is the perfect opportunity for you.

Qualifications

• Fresh graduates are encouraged to apply.
• Fluent in English, Mandarin & Malay is required.

Responsibilities

• Promote banking products like Unit Trust, Insurance, and Deposits.
• Build long-term relationships with customers.

Skills

Wealth Management

Client Engagement

Sales Orientation

Education

Diploma

Bachelor’s Degree

Job description

About UOB

United 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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

1. Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
2. Engage in cross-selling of other banking products based on customer needs.
3. Manage and build long-term relationships with customers while conducting after-sales services.
4. Adhere to the policies, regulatory risk and compliance.
5. Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Job Requirements

1. Fresh graduates are encouraged to apply.
2. Obtained a Diploma / Bachelor’s degree in any discipline.
3. Fluent in English, Mandarin & Malay.
4. Passionate in wealth management / investment sales / client engagement.
5. Mature, pleasant, independent, self-motivated and highly sales and service-oriented.

Be a part of 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.