Entry-Level Wealth & Banking Advisor

uobgroup; Malaysia; On-site; MYR 30,000 - 42,000; Full time

Job summary

UOB Malaysia is seeking entry-level wealth management professionals to engage with clients and promote a range of banking products. Fresh graduates with a Diploma or Bachelor's degree are welcome to apply, and you will build long-term customer relationships while delivering quality service.

You will cross-sell based on needs, adhere to regulatory requirements, and pursue qualifications such as FIMM, PCE, CEILI and IPPC after joining. Fluency in English, Mandarin and Malay is preferred.

Qualifications

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

Responsibilities

• Market and promote a wide range of banking products including Unit Trust, Insurance, and Deposits to our existing and potential customers.
• 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 the policies, regulatory risk and compliance.
• Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Skills

Fluent English

Fluent Mandarin

Fluent Malay

Education

Diploma / Bachelor's degree

Job description

UOB Malaysia is seeking entry-level wealth management professionals to engage with clients and promote a range of banking products. Fresh graduates with a Diploma or Bachelor's degree are welcome to apply, and you will build long-term customer relationships while delivering quality service.

You will cross-sell based on needs, adhere to regulatory requirements, and pursue qualifications such as FIMM, PCE, CEILI and IPPC after joining. Fluency in English, Mandarin and Malay is preferred.