Wealth & Banking Growth Advisor

United Overseas Bank

Petaling Jaya

On-site

MYR 33,000 - 56,000

Full time

7 days ago
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Job summary

United Overseas Bank (Malaysia) Bhd is seeking professionals to market a broad range of banking products, including unit trusts and deposits, to existing and potential customers. You will engage in cross-selling based on customer needs, manage long-term relationships, and provide after-sales service to ensure satisfaction and compliance.

Fresh graduates are encouraged to apply with a diploma or degree; ideal candidates are passionate about wealth management and customer engagement, mature,

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.

Responsibilities

  • 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

Skills

wealth management
investment sales
client engagement
cross-selling

Education

Diploma / Bachelor's degree

Job description

United Overseas Bank (Malaysia) Bhd is seeking professionals to market a broad range of banking products, including unit trusts and deposits, to existing and potential customers. You will engage in cross-selling based on customer needs, manage long-term relationships, and provide after-sales service to ensure satisfaction and compliance.

Fresh graduates are encouraged to apply with a diploma or degree; ideal candidates are passionate about wealth management and customer engagement, mature,

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