Personal Banker

2201 United Overseas Bank (Malaysia) Bhd; Bintulu; On-site; MYR 60,000 - 120,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a wealth management advisor to assess clients' financial needs, provide informed recommendations, and deliver tailored banking and investment solutions. The role focuses on building trust, cross-selling products, and maintaining strong client relationships in a fast-paced branch environment.

The successful candidate will engage customers across our branch network, ensure compliant advisory practices, and contribute to achieving sales targets

Qualifications

• Strong communication and interpersonal skills to engage with customers
• Ability to understand customers' financial needs and provide appropriate guidance
• Capable of building and maintaining relationships with clients

Responsibilities

• Involve in understanding customers' financial needs and provide timely information and recommendations
• Secure sales and cross-sell banking and investment products
• Deepen relationships with new and existing customers
• Ensure compliance with internal policies and regulatory requirements
• Utilize branch network, tele-consulting and referrals to meet sales targets

Skills

Communication skills

Interpersonal skills

Customer service

Fast learner

Education

Bachelor's 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 in compliance 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.

Company Ratings and Offices

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