Wealth Advisor (Accelerator Programme for Experienced Sales Professionals)
United Overseas Bank Ltd
Apply to this jobAbout 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.
Job Description
Job Responsibilities
Build and manage relationships with emerging affluent clients, ensuring a high standard of service and client satisfaction
Understand clients’ financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions
Promote and market a comprehensive suite of banking and investment products, including:
Unit trusts
Insurance and protection products
Treasury and investment solutions
Provide sound financial advice to support clients in effective wealth management and portfolio expansion
Identify opportunities to deepen relationships through proactive cross-selling of banking products and services
Participate in structured training and development programmes to build advisory, product, and sales capabilities
Address and resolve client queries and service issues promptly, ensuring a seamless client experience
Maintain compliance with regulatory requirements and internal policies at all times
Job Requirements
Diploma or Bachelor’s degree in any discipline (Finance, Business or Economics is an advantage)
Minimum 2–3 years of sales experience (e.g. Insurance, FMCG, telco, property, automotive, or other client-facing sales roles)
Proven track record in achieving or exceeding sales targets
Strong interest in transitioning into wealth management / banking sales
Demonstrated ability to build relationships, influence clients, and close deals
Excellent communication and interpersonal skills, with a strong customer-centric approach
Highly driven, results-oriented, and self-motivated with strong resilience
High level of integrity and professionalism
Willingness to obtain relevant industry certifications (e.g. PCE, CEILI, FIMM or equivalent)
Willingness to be based at UOB branches within Klang Valley
Additional Note
Shortlisted candidates will be invited for our Physical Interview Day.
Additional Requirements
Develop, Engage, Execute, StrategiseBe a Part of the UOB Family
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
Summary
Build client relationships, provide financial advice, promote banking and investment products.
Job title
Wealth Advisor
Experience level
2+ years
Minimum experience
2+ years exp
Industry
banking
Location requirements
Kuala Lumpur, remote work not allowed
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia