Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Responsibilities

• Build and manage relationships with emerging affluent clients , ensuring a high standard of service and client satisfaction

• Understand clients' financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions

• Promote and market a comprehensive suite of banking and investment products, including:

• Unit trusts

• Insurance and protection products

• Treasury and investment solutions

• Provide sound financial advice to support clients in effective wealth management and portfolio expansion

• Identify opportunities to deepen relationships through proactive cross-selling of banking products and services

• Participate in structured training and development programmes to build advisory, product, and sales capabilities

• Address and resolve client queries and service issues promptly, ensuring a seamless client experience

• Maintain compliance with regulatory requirements and internal policies at all times

Job Requirements

• Diploma or Bachelor's degree in any discipline (Finance, Business or Economics is an advantage)

• Minimum 2-3 years of sales experience (e.g. Insurance, FMCG, telco, property, automotive, or other client-facing sales roles)

• Proven track record in achieving or exceeding sales targets

• Strong interest in transitioning into wealth management / banking sales

• Demonstrated ability to build relationships, influence clients, and close deals

• Excellent communication and interpersonal skills, with a strong customer-centric approach

• Highly driven, results-oriented, and self-motivated with strong resilience

• High level of integrity and professionalism

• Willingness to obtain relevant industry certifications (e.g. PCE, CEILI, FIMM or equivalent)

• Willingness to be based at UOB branches within Klang Valley

Additional Note

• Shortlisted candidates will be invited for a physical interview at UOB Plaza 1, Kuala Lumpur.

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference