Wealth & Banking Advisor | Client Growth Specialist

United Overseas Bank (Malaysia) Bhd; Petaling Jaya; Sur place; MYR 33 000 - 47 000; Plein temps

Résumé du poste

United Overseas Bank (Malaysia) Bhd is seeking an entry-level Wealth Management and Investment Sales executive in Malaysia. You will engage customers, promote banking products, and build lasting relationships while delivering after-sales service.

Fresh graduates are encouraged to apply. A Diploma or Bachelor’s degree in any discipline, passion for wealth management, and a sales/service mindset are desired for this role in a supportive team environment.

Qualifications

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

Responsabilités

• Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to 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

Connaissances

Wealth management

Investment sales

Client engagement

Sales driven

Formation

Diploma / Bachelor’s degree in any discipline

Description du poste

United Overseas Bank (Malaysia) Bhd is seeking an entry-level Wealth Management and Investment Sales executive in Malaysia. You will engage customers, promote banking products, and build lasting relationships while delivering after-sales service.

Fresh graduates are encouraged to apply. A Diploma or Bachelor’s degree in any discipline, passion for wealth management, and a sales/service mindset are desired for this role in a supportive team environment.