SO, Personal Wealth Executive (Klang Valley)

uobgroup; Kuala Lumpur; On-site; MYR 40,000 - 70,000; Full time

Job summary

United Overseas Bank Malaysia is seeking a customer-focused advisor to understand clients' financial needs and offer timely information, advice and bank products. You will work through the branch network, with potential tele-consulting support, to build trusted relationships.

The role emphasizes diligence, compliance with internal policies, and the ability to meet sales targets while delivering excellent service.

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

• 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

Skills

Strong interpersonal and communication

Drive and initiative

Resourceful

Work with minimal supervision

Education

Degree / diploma in relevant field

Job description

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

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.