Wealth & Banking Advisor: Build Clients & Cross-Sell

2201 United Overseas Bank (Malaysia) Bhd; George Town; On-site; MYR 28,000 - 50,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Penang is seeking fresh graduates to join our wealth management team. You will promote a wide range of banking products to existing and potential customers, while building long-term relationships and providing after-sales service.

The role emphasizes cross-selling opportunities, adherence to regulatory policies, and the pursuit of industry qualifications such as FIMM, PCE, CEILI, and IPPC after joining.

Qualifications

• 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.

Responsibilities

• 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.

Skills

English

Mandarin

Malay

Education

Diploma or Bachelor's degree

Job description

United Overseas Bank (Malaysia) Bhd in Penang is seeking fresh graduates to join our wealth management team. You will promote a wide range of banking products to existing and potential customers, while building long-term relationships and providing after-sales service.

The role emphasizes cross-selling opportunities, adherence to regulatory policies, and the pursuit of industry qualifications such as FIMM, PCE, CEILI, and IPPC after joining.