Wealth & Banking Advisor (Entry Level)

United Overseas Bank; Batu Pahat; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading Asian bank in Batu Pahat is seeking individuals for a role focused on marketing various banking products. Responsibilities include promoting Unit Trust, Insurance, and Deposits, and engaging in cross-selling based on customer needs. Candidates with a Diploma or Bachelor's degree, who are fluent in English, Mandarin, and Malay, are encouraged to apply. The bank promotes a diverse workplace and supports fresh graduates eager to develop in the wealth management sector.

Qualifications

• Fresh graduates are encouraged to apply.
• Passionate about wealth management, investment sales, and client engagement.
• Mature, pleasant, independent, and self-motivated.

Responsibilities

• Market and promote banking products and services.
• Engage in cross-selling based on customer needs.
• Manage customer relationships and after-sales services.
• Adhere to policies and compliance regulations.

Skills

Fluent in English

Fluent in Mandarin

Fluent in Malay

Sales and service-oriented

Education

Diploma / Bachelor's degree in any discipline

Job description

A leading Asian bank in Batu Pahat is seeking individuals for a role focused on marketing various banking products. Responsibilities include promoting Unit Trust, Insurance, and Deposits, and engaging in cross-selling based on customer needs. Candidates with a Diploma or Bachelor's degree, who are fluent in English, Mandarin, and Malay, are encouraged to apply. The bank promotes a diverse workplace and supports fresh graduates eager to develop in the wealth management sector.