Wealth & Investment Client Advisor

2201 United Overseas Bank (Malaysia) Bhd; Batu Pahat; On-site; MYR 24,000 - 36,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking entry-level candidates in Malaysia to promote a wide range of banking products and services. You will engage customers, cross-sell products based on needs, and manage long-term relationships with after-sales support.

The role emphasizes adherence to regulatory requirements and developing qualifications such as FIMM, PCE, CEILI and IPPC after joining.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma / Bachelor’s degree in any discipline.
• Passionate in wealth management / investment sales / client engagement.

Responsibilities

• Marketing and promoting a wide range of banking products and services 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 policies, regulatory risk and compliance.
• Will obtain the necessary recognized industry qualifications upon joining.

Skills

Sales

Customer engagement

Wealth management

Education

Diploma / Bachelor’s degree in any discipline

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking entry-level candidates in Malaysia to promote a wide range of banking products and services. You will engage customers, cross-sell products based on needs, and manage long-term relationships with after-sales support.

The role emphasizes adherence to regulatory requirements and developing qualifications such as FIMM, PCE, CEILI and IPPC after joining.