Personal Banking & Wealth Advisor

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

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