Wealth & Banking Advisor (Entry Level)

United Overseas Bank; Klang City; On-site; MYR 40,000 - 60,000; Full time

Job summary

A prominent financial institution in Klang City seeks motivated individuals to market a variety of banking products including Unit Trust and Insurance. The role involves cross-selling based on customer needs and maintaining long-term relationships through excellent after-sales service. Fresh graduates with a Diploma or Bachelor's degree in any discipline are invited to apply, especially those fluent in English, Mandarin, and Malay. Strong sales orientation and client engagement passion are essential.

Qualifications

• Fresh graduates are encouraged to apply.
• Must obtain industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.
• Passionate about wealth management or investment sales.

Responsibilities

• Responsible for marketing and promoting a range of banking products.
• Engage in cross-selling based on customer needs.
• Manage long-term relationships with customers and provide after-sales services.

Skills

Fluent in English

Fluent in Mandarin

Fluent in Malay

Sales-oriented

Client engagement

Education

Diploma / Bachelor's degree in any discipline

Job description

A prominent financial institution in Klang City seeks motivated individuals to market a variety of banking products including Unit Trust and Insurance. The role involves cross-selling based on customer needs and maintaining long-term relationships through excellent after-sales service. Fresh graduates with a Diploma or Bachelor's degree in any discipline are invited to apply, especially those fluent in English, Mandarin, and Malay. Strong sales orientation and client engagement passion are essential.