Senior Officer/Manager, Personal Wealth Executive

3 weeks ago


Malaysia United Overseas Bank Ltd. Full time

Posting Date: 2 Aug 2024

Location: Sungai Petani, Kedah, MY

Company: United Overseas Bank (Malaysia) Bhd

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.

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 marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, Deposits to our existing and potential customers.

Job Requirements
  • 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
  • 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 encouraged to apply
Be a part of 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.

#J-18808-Ljbffr

  • Malaysia UOB Full time

    Senior Officer/Manager, Personal Wealth Executive, PFS, Miri Branch (Sarawak) 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...


  • Malaysia UOB Full time

    Senior Officer/Manager, Personal Wealth Executive, PFS, Miri Branch (Sarawak) 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...


  • Malaysia United Overseas Bank Ltd. Full time

    Posting Date: 2 Aug 2024 Location: Sungai Petani, Kedah, MY Company: United Overseas Bank (Malaysia) Bhd 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...


  • Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Wealth Manager Location: Malaysia Remote Working Option Company: Hebden Consulting Website: About Hebden Consulting: Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats Hebden Consulting offers a comprehensive range of services...


  • Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Wealth Manager Location: Malaysia Remote Working Option Company: Hebden Consulting Website: About Hebden Consulting: Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats Hebden Consulting offers a comprehensive range of services...


  • Malaysia Advance Wealth Planning Part time

    Advance Wealth Planning is a leading financial solution provider that has established for more than 20 years. We provide a full range of financial products from estate planning (will and trust) , education planning, medical and health insurance to retirement planning.Job Responsibilities: Determine and assess clients’ protection needs based on needs based...


  • Malaysia Advance Wealth Planning Full time

    Advance Wealth Planning is a leading financial solution provider that has established for more than 20 years. We provide a full range of financial products from estate planning (will and trust) , education planning, medical and health insurance to retirement planning.Job Responsibilities: Determine and assess clients' protection needs based on needs based...

  • Wealth Manager

    4 weeks ago


    Malaysia Aspire Global Achiever (M) Sdn Bhd ( Manulife ) Full time

    This job is a full-time Wealth Planner role at Aspire Global Achiever in Kuala Lumpur, managing high net worth clients. You might like this job because it offers the opportunity to provide customized investment strategies and wealth management advice. Ara Damansara Full-Time 1 week ago Job Description This is a full-time role for a Aspire Global...

  • Wealth Manager

    1 month ago


    Malaysia Aspire Global Achiever (M) Sdn Bhd ( Manulife ) Full time

    This job is a full-time Wealth Planner role at Aspire Global Achiever in Kuala Lumpur, managing high net worth clients. You might like this job because it offers the opportunity to provide customized investment strategies and wealth management advice. Ara Damansara Full-Time 1 week ago Job Description This is a full-time role for a Aspire Global...


  • Malaysia Affin Bank Berhad Full time

    Manager, Private Wealth Management Apply locations: Menara Affin, TRX time type: Full time posted on: Posted 5 Days Ago job requisition id: JR100948 Create your future with Affin You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of...


  • Malaysia Affin Bank Berhad Full time

    Manager, Private Wealth Management Apply locations: Menara Affin, TRX time type: Full time posted on: Posted 5 Days Ago job requisition id: JR100948 Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront...


  • Malaysia United Overseas Bank Ltd. Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Manager/Snr Officer, Business Wealth Manager, Business Banking, Plaza Mahkota Branch Posting Date: 28 Jul 2024 Location: Plaza Mahkota, Melaka, MY Company: United Overseas Bank (Malaysia) Bhd About UOB United Overseas Bank Limited (UOB) is a leading bank in...


  • Malaysia United Overseas Bank Ltd. Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Manager/Snr Officer, Business Wealth Manager, Business Banking, Plaza Mahkota Branch Posting Date: 28 Jul 2024 Location: Plaza Mahkota, Melaka, MY Company: United Overseas Bank (Malaysia) Bhd About UOB United Overseas Bank Limited (UOB) is a leading bank in...


  • Malaysia Subur Tiasa Holdings Berhad Full time

    Officer / Senior Officer / Executive / Senior Executive (Managing Director Office) Job ResponsibilitiesCoordinate management trips to operation sites and other towns.Coordinate management meetings and take minutes when required.Follow-up on instructions given by MDO to respective departments.Job RequirementsBachelor holder in any discipline.Good command of...

  • Wealth Manager

    2 weeks ago


    Malaysia Aspire Global Achiever (M) Sdn Bhd ( Manulife ) Full time

    Full-Time Wealth Planner Role at Aspire Global Achiever This is a full-time role for a Wealth Planner at Aspire Global Achiever, a leading financial services company in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients. Job Description Conduct financial analysis to develop customized...


  • Malaysia Subur Tiasa Holdings Berhad Full time

    Officer / Senior Officer / Executive / Senior Executive (Managing Director Office) Job ResponsibilitiesCoordinate management trips to operation sites and other towns.Coordinate management meetings and take minutes when required.Follow-up on instructions given by MDO to respective departments.Job RequirementsBachelor holder in any discipline.Good command of...


  • Malaysia TIME's group Full time

    Account & Relationship Management (Banking & Financial Services) Job Title: Account & Relationship Manager Company: [Company Name] Job Type: Full time Responsibilities: Provide professional wealth management products and services to target customers, building and maintaining customer relationships to ensure a desirable customer experience and...


  • Malaysia CIMB Group Full time

    **Sales Planning & Execution** - To service Private Wealth customers base above RM 1,000,000 - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on: - New CASA & FD accounts...


  • Malaysia TIME's group Full time

    Account & Relationship Management (Banking & Financial Services) Full time Responsibilities: Provide professional wealth management products and services for target customers to meet customers' needs, building and maintaining customer relationships to ensure desirable customer experience and satisfaction. Meet assigned KPIs and revenue targets (NFI &...


  • Malaysia TIME's group Full time

    Account & Relationship Management (Banking & Financial Services) Full time Responsibilities: Provide professional wealth management products and services for target customers to meet customers’ needs, building and maintaining customer relationships to ensure desirable customer experience and satisfaction. Meet assigned KPIs and revenue targets (NFI &...