Wealth Management Advisor – Klang Valley

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 48,000 - 72,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur invites applications for a Wealth Management Advisor role. You will understand clients' financial needs and provide timely information, advice and product recommendations to fit their banking requirements.

Fresh graduates are welcome; you will secure sales, deepen relationships, and ensure compliant documentation while aiming to meet personal and branch targets.

Qualifications

• Minimum a recognised degree / diploma in a relevant field.
• Fresh graduates are welcome to apply.
• Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry.
• Resourceful and able to work with minimal supervision.
• Flexibility with extended working hours.
• Strong interpersonal and communication skills combined with drive and initiative.

Responsibilities

• Understand customers' financial needs and provide timely information, advice and recommendations.
• Secure sales and cross-sell our consumer banking and investment products.
• Deepen relationships with new and existing customers.
• Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation.
• Utilise the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets.

Skills

Interpersonal skills

Communication skills

Drive & initiative

Adaptability

Customer focus

Education

Degree or Diploma

Job description

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur invites applications for a Wealth Management Advisor role. You will understand clients' financial needs and provide timely information, advice and product recommendations to fit their banking requirements.

Fresh graduates are welcome; you will secure sales, deepen relationships, and ensure compliant documentation while aiming to meet personal and branch targets.