Mortgage & Wealth Solutions Advisor

UOB; Selangor; On-site; MYR 30,000 - 70,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia is seeking a sales-focused professional to promote a wide range of banking products, including mortgage packages, deposits, and wealth management services. You will drive strategic acquisition of new mortgage customers through various channels and tailor packages to fit client needs.

The role emphasizes building a growing customer portfolio, delivering solutions that comply with regulatory standards, and maintaining strong relationships through the

Qualifications

• Fluent in English, Mandarin & Malay.
• Passionate about wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented.
• Mobile and possess own transport.
• Fresh graduates are encouraged to apply.

Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services, including Mortgage Products, Insurance, Deposits to our existing and potential customers.
• In charge of the strategic acquisition of new customers for mortgage / housing loan products through the available marketing channels. Role includes advising, preparing, and delivering suitable mortgage packages for the customer.
• Grow the bank’s current customer portfolio in providing product solutions in accordance with the Bank's prescribed standards and regulatory requirements.
• Contribute to the profitability and growth of the branch by developing and maintaining customer relationships through utilising the full spectrum of banking services.

Skills

English

Mandarin

Malay

Education

Postgraduate Diploma

Job description

United Overseas Bank Limited (UOB) in Malaysia is seeking a sales-focused professional to promote a wide range of banking products, including mortgage packages, deposits, and wealth management services. You will drive strategic acquisition of new mortgage customers through various channels and tailor packages to fit client needs.

The role emphasizes building a growing customer portfolio, delivering solutions that comply with regulatory standards, and maintaining strong relationships through the