Personal Wealth Associate/ Executive, Nationwide

UOB; Kuala Lumpur; On-site; MYR 30,000 - 60,000; Full time

Job summary

Join a forward-thinking bank that values commitment and unity. As part of the Retail function, you'll have the opportunity to market a diverse range of banking products and services, helping customers achieve their financial goals. This role is perfect for fresh graduates eager to dive into wealth management and client engagement. With a focus on building long-term relationships, you will play a crucial part in enhancing customer satisfaction while adhering to compliance and regulatory standards. Embrace a career where your contributions make a significant impact in the financial landscape.

Qualifications

• Fresh graduates encouraged to apply with a Diploma or Bachelor's degree.
• Fluency in English, Mandarin, and Malay is essential.

Responsibilities

• Market and promote banking products like Unit Trust and Insurance.
• Build long-term relationships with customers and provide after-sales services.

Skills

Wealth Management

Investment Sales

Client Engagement

Sales Orientation

Customer Service

Education

Diploma

Bachelor’s Degree

Job description

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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

Personal Financial Services

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

1. Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
2. Engage in cross-selling of other banking products based on customer needs.
3. Manage and build long-term relationships with customers while conducting after-sales services.
4. Adhere to the policies, regulatory risk and compliance.
5. Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Job Requirements

1. Fresh graduates are encouraged to apply.
2. Obtained a Diploma / Bachelor’s degree in any discipline.
3. Fluent in English, Mandarin & Malay.
4. Passionate in wealth management / investment sales / client engagement.
5. Mature, pleasant, independent, self-motivated and highly sales and service-oriented.

Be a part of 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.

Apply now and make a difference.