Wealth & Personal Banking Specialist

UOB; Kuala Lumpur; On-site; MYR 39,060 - 55,800; Full time

Job summary

A leading bank in Asia is looking for a candidate to assist customers with financial needs, providing timely advice, sales support, and building relationships. The ideal candidate should have a recognised degree/diploma and exhibit resourcefulness, along with strong interpersonal and communication skills. Fresh graduates are encouraged to apply. This role involves sales targets and may require flexibility with working hours. Join us to make a difference in the wealth management industry.

Qualifications

• Minimum a recognised degree/diploma in a relevant field.
• Fresh graduates are welcome to apply.
• Able to thrive in a fast-paced environment.
• Resourceful and able to work with minimal supervision.
• Flexibility with extended working hours.

Responsibilities

• Understand customers' financial needs and provide timely advice.
• Secure sales and cross-sell banking and investment products.
• Deepen relationships with new and existing customers.
• Ensure proper advisory procedures and documentation.
• Utilise bank network and referrals to meet sales targets.

Skills

Strong interpersonal skills

Communication skills

Resourcefulness

Drive and initiative

Education

Recognised degree/diploma in relevant field

Job description

A leading bank in Asia is looking for a candidate to assist customers with financial needs, providing timely advice, sales support, and building relationships. The ideal candidate should have a recognised degree/diploma and exhibit resourcefulness, along with strong interpersonal and communication skills. Fresh graduates are encouraged to apply. This role involves sales targets and may require flexibility with working hours. Join us to make a difference in the wealth management industry.