Wealth & Relationship Advisor (Entry Level)

uobgroup; Seberang Perai; On-site; MYR 24,000 - 36,000; Full time

Job summary

United Overseas Bank Limited (UOB) invites graduates to market a wide range of banking products, including Unit Trusts, Insurance, and Deposits, to our existing and prospective customers in Malaysia. You will engage in cross‑selling and manage long‑term relationships while delivering reliable after‑sales service.

The role requires fluency in English, Mandarin and Malay, a passion for wealth management and client engagement, and a mature, independent, sales‑and service‑oriented mindset.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma or Bachelor's degree in any discipline.
• Fluent in English, Mandarin and Malay.
• Passionate about wealth management, investment sales and client engagement.

Responsibilities

• Market and promote a wide range of banking products and services to existing and potential customers.
• Engage in cross-selling of banking products based on customer needs.
• Manage and build long-term relationships with customers while providing after-sales service.
• Adhere to policies, regulatory risk and compliance.

Skills

English

Mandarin

Malay

Wealth management

Investment sales

Client engagement

Education

Diploma / Bachelor's degree in any discipline

Job description

United Overseas Bank Limited (UOB) invites graduates to market a wide range of banking products, including Unit Trusts, Insurance, and Deposits, to our existing and prospective customers in Malaysia. You will engage in cross‑selling and manage long‑term relationships while delivering reliable after‑sales service.

The role requires fluency in English, Mandarin and Malay, a passion for wealth management and client engagement, and a mature, independent, sales‑and service‑oriented mindset.