Personal Wealth Executive

Posted Yesterday
Be an Early Applicant
Areia, Paraíba, BRA
In-Office
Junior
Financial Services
The Role
Serve as primary contact for retail customers, assess financial needs, recommend banking products (deposits, loans, investments, insurance), meet sales targets, promote digital banking adoption, process transactions, resolve inquiries, and ensure regulatory and policy compliance.
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 Summary**
As a Personal Banker at United Overseas Bank (Malaysia) Bhd, you will be a primary point of contact for our retail customers, responsible for understanding their financial needs and providing tailored banking solutions. You will build and maintain strong customer relationships, driving business growth while ensuring excellent service delivery.
Job Responsibilities**
* Build and maintain strong, long-term relationships with retail customers through effective communication and proactive engagement.
* Identify customer financial needs through thorough needs analysis and propose appropriate banking products and services, including deposits, loans, investments, and insurance.
* Achieve individual sales targets for various banking products and contribute to overall branch objectives.
* Educate customers on UOB's digital banking platforms and encourage their adoption.
* Process customer transactions accurately and efficiently, adhering to bank policies and procedures.
* Handle customer inquiries, complaints, and service requests professionally and resolve them in a timely manner.
* Stay updated on market trends, competitor offerings, and regulatory changes relevant to retail banking.
* Collaborate with other departments and specialists to provide comprehensive financial solutions to customers.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
Job Qualifications**
* Bachelor's degree in Banking, Finance, Business Administration, or a related field.
* Minimum of 2 years of experience in a customer-facing role within the banking or financial services industry, preferably as a Personal Banker or Relationship Manager.
* Proven track record of achieving sales targets and building strong customer relationships.
* Strong understanding of retail banking products and services.
* Excellent interpersonal, communication, and negotiation skills.
* Ability to work independently and as part of a team in a fast-paced environment.
* Customer-centric mindset with a strong commitment to service excellence.
* Proficiency in Microsoft Office Suite.
* Fluency in English and Bahasa Malaysia is required. Proficiency in other local dialects would be an advantage.

Additional Requirements

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 Banking, Finance, Business Administration, or related field
  • Minimum of 2 years in a customer-facing role within banking or financial services
  • Proven track record of achieving sales targets and building customer relationships
  • Strong understanding of retail banking products and services
  • Excellent interpersonal, communication, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Customer-centric mindset with strong commitment to service excellence
  • Proficiency in Microsoft Office Suite
  • Fluency in English and Bahasa Malaysia
  • Proficiency in other local dialects
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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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