SO, Personal Wealth Executive (Klang Valley)
UOB · Kuala Lumpur (City Area)
Full-timeonsiteentrySalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves understanding customer financial needs and providing tailored banking advice. The executive will actively sell and cross-sell various consumer banking and investment products, including insurance and unit trusts. This position requires building strong customer relationships and diligently adhering to compliance standards, utilizing various channels to achieve sales targets.
หน้าที่ความรับผิดชอบ / Responsibilities
- Understand client financial needs and provide timely advice
- Sell and cross-sell consumer banking and investment products
- Deepen relationships with new and existing customers
- Ensure compliance with bank policies and regulatory requirements
- Utilize various channels to meet individual sales targets
คุณสมบัติ / Qualifications
- Recognized degree or diploma in a relevant field
- Fresh graduates are encouraged to apply
- Ability to thrive in a fast-paced environment
- Passion for a career in wealth management
- Resourceful and capable of working independently
- Strong interpersonal and communication skills
ทักษะที่ต้องการ / Required skills
- Sales
- Customer Relationship Management
- Financial Advisory
- Compliance
- Communication
- Interpersonal Skills
ทักษะเพิ่มเติม / Nice to have
- Wealth Management
- Investment Products
- Insurance Sales
- Unit Trusts