Wealth Management Client Advisor

uobgroup; Malaysia; On-site; MYR 33,000 - 56,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia seeks a dynamic individual to promote a broad range of banking products to existing and prospective customers. You will engage in cross-selling based on client needs and nurture long-term relationships while delivering attentive after-sales service.

The role emphasizes wealth management, investment sales, and client engagement, requiring a mature, self-motivated, and service-oriented mindset.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma / Bachelor's degree in any discipline.
• Fluent in English, Mandarin & Malay.
• Interest in wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated and sales/service oriented.

Responsibilities

• Marketing and promoting a wide range of banking products to existing and potential customers (e.g., Unit Trust, Insurance, Deposits).
• Engage in cross-selling of other banking products based on customer needs.
• Manage and build long-term relationships with customers while providing after-sales services.
• Adhere to policies, regulatory risk and compliance.
• Obtain necessary industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining.

Skills

English

Mandarin

Malay

Education

Diploma/Bachelor's degree

Job description

United Overseas Bank Limited (UOB) in Malaysia seeks a dynamic individual to promote a broad range of banking products to existing and prospective customers. You will engage in cross-selling based on client needs and nurture long-term relationships while delivering attentive after-sales service.

The role emphasizes wealth management, investment sales, and client engagement, requiring a mature, self-motivated, and service-oriented mindset.