SO, Personal Wealth Executive (Northern Region)

uobgroup; Malaysia; On-site; MYR 30,000 - 42,000; Full time

Job summary

UOB Malaysia is seeking entry-level wealth management professionals to engage with clients and promote a range of banking products. Fresh graduates with a Diploma or Bachelor's degree are welcome to apply, and you will build long-term customer relationships while delivering quality service.

You will cross-sell based on needs, adhere to regulatory requirements, and pursue qualifications such as FIMM, PCE, CEILI and IPPC after joining. Fluency in English, Mandarin and Malay is preferred.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma or Bachelor's degree in any discipline.
• Fluent in English, Mandarin & Malay.
• Passionate about wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated and highly sales oriented.

Responsibilities

• Market and promote a wide range of banking products 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.

Skills

Fluent English

Fluent Mandarin

Fluent Malay

Education

Diploma / Bachelor's degree

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

• 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

• Fresh graduates are encouraged to apply
• Obtained a Diploma / Bachelor's degree in any discipline
• Fluent in English, Mandarin & Malay
• Passionate in wealth management / investment sales / client engagement
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented

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.