Personal Wealth Executive (Seremban Branch)

UOB; Seremban; On-site; MYR 24,000 - 48,000; Full time

Job summary

Join a leading bank in Asia as part of the Retail function, where you will market a diverse range of banking products and services. This role is perfect for fresh graduates eager to engage with clients and promote financial solutions tailored to their needs. You will have the opportunity to build lasting relationships while adhering to compliance policies. With a focus on wealth management and investment sales, this position offers a dynamic environment where your contributions will help customers achieve their financial goals. Be part of a committed team that values integrity and teamwork, and make a difference in the banking experience of our clients.

Qualifications

• Fresh graduates encouraged; diploma or bachelor's degree required.
• Fluency in English, Mandarin, and Malay is a must.

Responsibilities

• Market and promote banking products like Unit Trust and Insurance.
• Engage in cross-selling based on customer needs.

Skills

Wealth Management

Investment Sales

Client Engagement

Sales Orientation

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 deposits, 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

• 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.
• Engage in cross-selling of other banking products based on customer needs.
• Manage and build long-term relationships with customers while conducting after-sales services.
• Adhere to the policies, regulatory risk, and compliance.
• Obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI, and IPPC upon joining.

Job Requirements

• Fresh graduates are encouraged to apply.
• Obtained a Diploma / Bachelor’s degree in any discipline.
• Fluent in English, Mandarin, and Malay.
• Passionate about wealth management, investment sales, and client engagement.
• 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.