Senior Officer/Manager, Personal Wealth Executive, Personal Financial Services, City Square Branch
UOB
Date: 3 weeks ago
City: Johor Bahru
Contract type: Full time
About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About The Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a difference.
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About The Department
The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Personal Financial Services
We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.
Job Responsibilities
- Responsible for sales, marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, deposits, cards and other retail banking products to potential clients with a starting AUM of > 150k to 499k
- Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
- Engage in cross-selling of other banking products based on customer needs
- Manage and build long term relationships with customers while conducting after-sales services
- Adhere to the policies, regulatory risk and compliance
- Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining
- Minimum years of working experience in sales
- Degree - 1 year of working experience
- Diploma - 2 years of working experience
- SPM - 5 years of working experience
- Fluent in English, Mandarin & Malay
- Passionate in wealth management / investment sales / client engagement
- Mature, pleasant, independent, self-motivated and highly sales and service-oriented
- Mobile and possess own transport
- Fresh graduates are welcome to apply
- Based in Johor Bahru
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
Apply now and make a difference.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Operations Apprentice
GKN Aerospace,
Johor Bahru
5 days ago
Fantastic challenges. Amazing opportunities.GKN Aerospace is reimagining air travel: going further, faster and greener! Fuelled by great people whose expertise and creativity sets the standards in our industry, we’re inspired by the opportunities to innovate and break boundaries. We’re proud to play a part in protecting the world’s democracies. And we’re committed to putting sustainability at the centre of everything...
Guest Service Expert(FO,Club Lounge)-Sheraton Johor Bahru
Sheraton Hotels & Resorts,
Johor Bahru
1 week ago
Additional InformationJob Number25100694Job CategoryFood and Beverage & CulinaryLocationSheraton Johor Bahru, Jalan Storey, Johor Bahru, Malaysia, Malaysia, 80300VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-ManagementPosition SummaryOur jobs aren’t just about putting food on the table that our guests will enjoy until they ask for their bill. Instead, we want to build an experience that is memorable and unique – with food and...
Senior / Executive, Operations (Audit Planner)
TÜV SÜD,
Johor Bahru
1 week ago
Tasks/AufgabenThe Executive, Operations supports the Management Service group by coordinating and monitoring the audit activities (i.e. audit schedule, registration, audit file submission, printing of certificates, etc.). He/she also provides administrative and operational support such as auditor authorization, document control, audit plan preparation, document review, logistical support and coordination with Clients and Auditors on audit related matters.Key Responsibilities: Plan and manage...
