SO, Personal Banker (Kota Damansara)
UOB · Kota Damansara (City Area)
Full-timeonsiteentrySalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves promoting and distributing diverse retail banking solutions such as insurance, unit trusts, and deposit products. The successful candidate will proactively establish lasting client relationships, understand individual customer financial requirements, and offer dependable after-sales care. Furthermore, the position requires strictly maintaining regulatory compliance while obtaining key financial licenses.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and market diverse banking products such as unit trusts, deposits, and insurance to prospects and existing clients
- Identify financial needs and cross-sell appropriate banking solutions
- Cultivate long-term customer relationships and provide ongoing after-sales support
- Comply with all internal policies, operational risks, and regulatory requirements
- Acquire mandatory industry licensing including FIMM, PCE, CEILI, and IPPC
คุณสมบัติ / Qualifications
- Diploma or Bachelor's degree in any field of study
- Fresh graduates are welcomed to apply
- Keen interest in wealth management, investment sales, and client advisory
- Self-motivated, mature, and focused on exceptional customer service and sales delivery
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Services
- Cross-selling
- Customer Relationship Management
- Direct Sales
ทักษะเพิ่มเติม / Nice to have
- FIMM
- PCE
- CEILI
- IPPC
- Unit Trust