Senior Mortgage & Wealth Solutions Lead

UOB; Ipoh; On-site; MYR 36,000 - 60,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Ipoh seeks a dynamic sales professional to market a wide range of banking products and services and acquire new mortgage customers. The role emphasizes advisory skills, relationship building and a strong service mindset.

The ideal candidate is fluent in English, Mandarin and Malay, with passion for wealth management and client engagement, and is mature, self-motivated with own transport. Fresh graduates are encouraged to apply.

Qualifications

• Fluent in English, Mandarin & Malay.
• Passionate in wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented.
• Mobile and possess own transport.
• Fresh graduates are encouraged to apply.

Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services, including Mortgage Products, Insurance, Deposits to our existing and potential customers.
• In charge of the strategic acquisition of new customers for mortgage / housing loan products through the available marketing channels. Role includes advising, preparing, and delivering suitable mortgage packages for the customer
• Grow the bank's current customer portfolio in providing product solutions in accordance with the Bank's prescribed standards and regulatory requirements
• Contribute to the profitability and growth of the branch by developing and maintaining customer relationships through utilising the full spectrum of banking services

Skills

English

Mandarin

Malay

Job description

United Overseas Bank (Malaysia) Bhd in Ipoh seeks a dynamic sales professional to market a wide range of banking products and services and acquire new mortgage customers. The role emphasizes advisory skills, relationship building and a strong service mindset.

The ideal candidate is fluent in English, Mandarin and Malay, with passion for wealth management and client engagement, and is mature, self-motivated with own transport. Fresh graduates are encouraged to apply.