Entry-Level Wealth & Banking Advisor

uobgroup; Bukit Bakri; On-site; MYR 24,000 - 36,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking fresh graduates for wealth management and client engagement roles in Malaysia. The position involves marketing a wide range of banking products, with opportunities to cross-sell based on customer needs and to build long-term relationships while providing after-sales service.

Compliance with regulatory requirements is essential, and new hires will pursue industry qualifications upon joining.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma / Bachelor's degree in any discipline.
• Passionate in wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented.

Responsibilities

• Market and promote a wide range of banking products and services (Unit Trust, Insurance, Deposits).
• Engage in cross-selling of other banking products based on customer needs.
• Manage and build long-term relationships with customers while conducting after-sales services.
• Adhere to policies, regulatory risk and compliance.
• Will obtain recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Skills

Sales skills

Client engagement

Education

Diploma or Bachelor's degree

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking fresh graduates for wealth management and client engagement roles in Malaysia. The position involves marketing a wide range of banking products, with opportunities to cross-sell based on customer needs and to build long-term relationships while providing after-sales service.

Compliance with regulatory requirements is essential, and new hires will pursue industry qualifications upon joining.