Wealth Management Advisor — Entry Level

UOB; Seberang Perai; On-site; MYR 39,000 - 61,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd invites fresh graduates to join a sales-focused role responsible for marketing and promoting a wide range of banking products and services, including unit trusts, insurance, and deposits to existing and potential customers.

You will engage in cross-selling, build long-term relationships, comply with policies, and pursue industry qualifications such as FIMM, PCE, CEILI and IPPC after joining.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma/Bachelor’s degree in any discipline.
• Fluent in English, Mandarin & Malay.
• 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 Trusts, 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 policies, regulatory risk and compliance.
• Obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Skills

Wealth management

Investment sales

Client engagement

Education

Diploma/Bachelor's degree

Job description

United Overseas Bank (Malaysia) Bhd invites fresh graduates to join a sales-focused role responsible for marketing and promoting a wide range of banking products and services, including unit trusts, insurance, and deposits to existing and potential customers.

You will engage in cross-selling, build long-term relationships, comply with policies, and pursue industry qualifications such as FIMM, PCE, CEILI and IPPC after joining.