SO, Personal Wealth Executive (Klang Valley)

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 48,000 - 72,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur invites applications for a Wealth Management Advisor role. You will understand clients' financial needs and provide timely information, advice and product recommendations to fit their banking requirements.

Fresh graduates are welcome; you will secure sales, deepen relationships, and ensure compliant documentation while aiming to meet personal and branch targets.

Qualifications

• 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.

Responsibilities

• Understand customers' financial needs and provide timely information, advice and recommendations.
• Secure sales and cross-sell our consumer banking and investment products.
• Deepen relationships with new and existing customers.
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation.
• Utilise the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets.

Skills

Interpersonal skills

Communication skills

Drive & initiative

Adaptability

Customer focus

Education

Degree or Diploma

Job description

Company Information

Company: 2201 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.

Job Description

• 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

Equality Statement

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.

Company Reach

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site

Career Site: UOB Career site