Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch

United Overseas Bank; Johor Bahru; On-site; MYR 25,000 - 45,000; Full time

Job summary

A leading bank in Asia is seeking a Senior Officer/Manager, Personal Wealth Executive in Johor Bahru. The role focuses on promoting and marketing banking products, building relationships with clients, and ensuring compliance with regulations. Ideal candidates will have relevant sales experience, be fluent in English and Mandarin, and possess a passion for wealth management. Opportunities are open for fresh graduates.

Qualifications

• Minimum experience: Degree (1 year), Diploma (2 years), SPM (5 years).
• Fluent in English, Mandarin, and Malay.
• Mature, self-motivated, highly sales-oriented.

Responsibilities

• Promote a wide range of banking products to potential clients.
• Engage in cross-selling based on customer needs.
• Manage long-term relationships and conduct after-sales services.

Skills

Sales

Client Engagement

Wealth Management

Marketing

Education

Degree

Diploma

SPM

Job description

Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch

Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch

Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch

Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch

Posting Date: 14 Jun 2025

Location:
City Square, Johor, MY

Company: United Overseas Bank (Malaysia) Bhd

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

• Responsible for sales, marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, deposits, cards and other retail banking products to potential clients with a starting AUM of > 150k to 499k
• 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
• Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining

Job Requirements

• Minimum years of working experience in sales
  • Degree - 1 year of working experience
  • Diploma - 2 years of working experience
  • SPM - 5 years of working experience
• 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 welcome to apply
• Based in Johor Bahru

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.

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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 territori...

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