Personal Wealth Executive (Nationwide)

Posted 19 Days Ago
Be an Early Applicant
The Ara Bangsar, Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MYS
In-Office
Entry level
Financial Services
The Role
Build and maintain relationships with individual clients, provide financial advice, sell retail banking products (deposits, loans, cards, investments, insurance), process transactions, resolve inquiries, meet sales targets, ensure compliance (AML/KYC), and collaborate across teams to deliver holistic financial solutions.
Summary Generated by Built In
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 Description

Job Summary**
As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be responsible for building and maintaining strong relationships with individual clients, providing financial advice, and selling a range of banking products and services to meet their financial needs.
Job Responsibilities**
* Acquire new individual customers and deepen relationships with existing clients through proactive engagement and needs-based selling.
* Identify customer financial needs and recommend suitable banking products and services, including deposits, loans, credit cards, investments, and insurance.
* Provide personalized financial advice and guidance to customers, assisting them in achieving their financial goals.
* Process customer transactions accurately and efficiently, adhering to all bank policies and regulatory requirements.
* Handle customer inquiries, resolve complaints, and provide excellent customer service to ensure high levels of satisfaction.
* Meet and exceed sales targets for various banking products and services.
* Stay updated on market trends, product knowledge, and regulatory changes to provide informed advice to customers.
* Collaborate with other bank departments to cross-sell products and services and provide holistic financial solutions.
* Ensure compliance with all internal policies, procedures, and external regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements.
Job Qualifications**
* Bachelor's degree in Business Administration, Finance, Banking, or a related field.
* Proven experience in a sales or customer service role within the banking or financial services industry, preferably as a Personal Banker.
* Strong understanding of retail banking products and services (e.g., deposits, loans, credit cards, investments, insurance).
* Excellent interpersonal, communication, and presentation skills with the ability to build rapport and trust with clients.
* Demonstrated sales acumen and a results-oriented mindset.
* Ability to analyze customer financial needs and recommend appropriate solutions.
* Proficiency in Microsoft Office Suite.
* Ability to work independently and as part of a team in a fast-paced environment.
* Strong ethical conduct and commitment to compliance with banking regulations.
* Fluency in English and Bahasa Malaysia is required. Proficiency in other languages will be an added advantage.

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

Skills Required

  • Bachelor's degree in Business Administration, Finance, Banking, or related field
  • Proven experience in a sales or customer service role within the banking or financial services industry
  • Experience specifically as a Personal Banker
  • Strong understanding of retail banking products and services (deposits, loans, credit cards, investments, insurance)
  • Excellent interpersonal, communication, and presentation skills
  • Demonstrated sales acumen and results-oriented mindset
  • Ability to analyze customer financial needs and recommend appropriate solutions
  • Proficiency in Microsoft Office Suite
  • Ability to work independently and as part of a team in a fast-paced environment
  • Strong ethical conduct and commitment to compliance with banking regulations, including AML and KYC
  • Fluency in English and Bahasa Malaysia
  • Proficiency in additional languages
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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