jobs in United Overseas Bank (UOB) Malaysia Berhad

全职 Personal Wealth Executive 工作, 薪水 up to MYR 4,500, United Overseas Bank (UOB) Malaysia Berhad Federal Territory 公司招聘中 - Ricebowl

Personal Wealth Executive

United Overseas Bank (UOB) Malaysia Berhad

KL City, Federal Territory

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工作地点

  • Jalan Raja Laut Kuala Lumpur Federal Territory Malaysia

职位描述

任职资格

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 is an advantage.

岗位职责

United Overseas Bank (Malaysia) Bhd is hiring a Personal Wealth Executive (Personal Banker) responsible for building and maintaining strong relationships with individual clients, providing financial advice, and selling a range of retail banking products and services to meet customers' 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.

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