Wealth Advisor & Client Growth Executive

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

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.