SO, Personal Banker (Bakri)
UOB · Bakri (City Area)
Full-timeonsiteentrySalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role focuses on introducing and promoting retail banking solutions such as deposits, wealth management, and insurance to clients. The selected individual will cultivate lasting client relationships while ensuring strict compliance with financial regulations. This opening is well-suited for motivated individuals and recent graduates eager to launch a career in retail banking and wealth advisory.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and distribute banking offerings including unit trusts, insurance, and deposit products to clients
- Identify client requirements to recommend and cross-sell appropriate financial solutions
- Establish and maintain strong long-term client relationships and deliver ongoing service support
- Ensure strict adherence to internal policies, regulatory standards, and compliance guidelines
- Acquire required industry certifications such as FIMM, PCE, CEILI, and IPPC upon commencement
คุณสมบัติ / Qualifications
- Diploma or Bachelor's degree in any field of study
- Open to fresh graduates with an interest in investment sales and wealth management
- Strong customer service orientation with a self-driven sales mindset
- Mature, proactive personality with effective relationship-building capabilities
ทักษะที่ต้องการ / Required skills
- Personal Banking
- Wealth Management
- Cross-Selling
- Customer Relationship Management
- Financial Services
ทักษะเพิ่มเติม / Nice to have
- FIMM
- PCE
- CEILI
- IPPC
- Unit Trust
- Bancassurance