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.