Personal Banker

UOB; Bintulu; On-site; MYR 36,000 - 60,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd invites applications for a Wealth Management Sales Advisor. This role focuses on understanding customers' financial needs and presenting suitable banking and investment solutions, including insurance, deposits and funds. You will work across branch channels and tele-consulting to reach sales targets.

Fresh graduates are welcome. The ideal candidate has strong interpersonal and communication skills, is resourceful, and comfortable with extended hours.

Qualifications

• Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
• Resourceful and able to work with minimal supervision
• Flexibility with extended working hours
• Strong interpersonal and communication skills combined with drive and initiative
• Fresh graduates are welcome to apply
• Minimum a recognised degree / diploma in a relevant field

Responsibilities

• Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
• Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits and unit trusts
• Deepen relationships with new and existing customers
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation incompliance with the Bank's internal policies, business processes and regulatory requirements
• Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets

Skills

Interpersonal skills

Communication

Sales aptitude

Customer focus

Education

Degree or Diploma in a relevant field

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

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.

Job Description

• Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
• Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits and unit trusts
• Deepen relationships with new and existing customers
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation incompliance with the Bank's internal policies, business processes and regulatory requirements
• Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets

Job Requirements

• Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
• Resourceful and able to work with minimal supervision
• Flexibility with extended working hours
• Strong interpersonal and communication skills combined with drive and initiative
• Fresh graduates are welcome to apply
• Minimum a recognised degree / diploma in a relevant field

Additional Requirements

• Be a Part of the 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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site