Entry-Level Wealth & Banking Advisor

UOB; Kedah; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Asia is seeking individuals to market a range of banking products and services, including Unit Trust and Insurance. The role involves engaging in cross-selling based on customer needs and managing long-term relationships. Candidates should have a Diploma or Bachelor's degree, be fluent in English, Mandarin, and Malay, and possess strong sales and service orientation. Fresh graduates are welcome to apply, alongside a commitment to obtaining necessary industry qualifications.

Qualifications

• Fresh graduates are encouraged to apply.
• Passionate in wealth management, investment sales, or client engagement.
• Mature, pleasant, independent, and self-motivated.

Responsibilities

• Responsible for marketing banking products and services.
• Engage in cross-selling based on customer needs.
• Manage long-term relationships with customers.

Skills

Fluent in English

Fluent in Mandarin

Fluent in Malay

Sales-oriented

Customer engagement

Education

Diploma/Bachelor's degree in any discipline

Job description

A leading bank in Asia is seeking individuals to market a range of banking products and services, including Unit Trust and Insurance. The role involves engaging in cross-selling based on customer needs and managing long-term relationships. Candidates should have a Diploma or Bachelor's degree, be fluent in English, Mandarin, and Malay, and possess strong sales and service orientation. Fresh graduates are welcome to apply, alongside a commitment to obtaining necessary industry qualifications.