SO, Personal Wealth Executive (Klang Valley)

UOB

Kuala Lumpur

On-site

MYR 39,060 - 55,800

Full time

14 days+

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Job summary

A leading bank in Asia is looking for a candidate to assist customers with financial needs, providing timely advice, sales support, and building relationships. The ideal candidate should have a recognised degree/diploma and exhibit resourcefulness, along with strong interpersonal and communication skills. Fresh graduates are encouraged to apply. This role involves sales targets and may require flexibility with working hours. Join us to make a difference in the wealth management industry.

Qualifications

Minimum a recognised degree/diploma in a relevant field.
Fresh graduates are welcome to apply.
Able to thrive in a fast-paced environment.
Resourceful and able to work with minimal supervision.
Flexibility with extended working hours.

Responsibilities

Understand customers' financial needs and provide timely advice.
Secure sales and cross-sell banking and investment products.
Deepen relationships with new and existing customers.
Ensure proper advisory procedures and documentation.
Utilise bank network and referrals to meet sales targets.

Skills

Strong interpersonal skills

Communication skills

Resourcefulness

Drive and initiative

Education

Recognised degree/diploma in relevant field

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.

Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits and unit trusts
Deepen relationships with new and existing customers
Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation incompliance with the Bank's internal policies, business processes and regulatory requirements
Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets

Job Requirements

Minimum a recognised degree / diploma in a relevant field
Fresh graduates are welcome to apply
Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry
Resourceful and able to work with minimal supervision
Flexibility with extended working hours
Strong interpersonal and communication skills combined with drive and initiative

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the 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.

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