Senior Banking Solutions Advisor

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

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a telesales professional to establish and grow high-value accounts, advise clients on portfolios and financial products, and cross-sell a broad range of services. The role emphasizes regulatory compliance and staying informed on applicable laws.

The candidate should have 2–4 years of sales experience, strong communication, negotiation, and relationship skills, and a solid foundation in financial services.

Qualifications

• 2-4 years of relevant sales experience.
• Education: High School diploma or equivalent.
• Previous experience in financial sales preferred.
• Proficient computer and technology skills.
• Consistently demonstrates clear and concise written and verbal communication.
• Working knowledge of relevant financial regulations.
• Effective problem-solving and negotiation skills.
• Demonstrated influencing and relationship management skills.

Responsibilities

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products.
• Cross-sell an expansive set of products and services to existing customers.
• Analyze client interests, problems, and potential needs for new products and services.
• Receive and process service requests to achieve transfers and client certifications with low rejections.
• Develop and maintain product knowledge and stay current on regulations by attending internal training.
• Achieve or exceed decided sales targets set by management.
• Adhere to laws and regulations governing telesales in a complex sales environment.
• Assess risk in business decisions, safeguard the firm's reputation and assets, and escalate/control issues with transparency.

Skills

Sales experience

Communication

Negotiation

Problem solving

Relationship management

Education

High School diploma or equivalent

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a telesales professional to establish and grow high-value accounts, advise clients on portfolios and financial products, and cross-sell a broad range of services. The role emphasizes regulatory compliance and staying informed on applicable laws.

The candidate should have 2–4 years of sales experience, strong communication, negotiation, and relationship skills, and a solid foundation in financial services.