Personal Wealth Associate Program

7 days ago


Kuala Lumpur, Malaysia United Overseas Bank (Malaysia) Bhd 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.

**Responsibilities**:
Personal Banking Associate (Personal Wealth Associate) is primarily a sales role with the responsibility for managing wealth for mass market clients at the branches, focusing primarily on providing financial advisory and promoting wealth products across deposits, bank-assurance, investments (unit trust), foreign currency products and solutions to suit client's financial needs, in addition to servicing clients.

**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
- 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 encouraged to apply

**Be a part of UOB Family**:



  • Kuala Lumpur, Malaysia TITAN Wealth Associate Sdn Bhd Full time

    **Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. **Job Descriptions** - Evaluate client needs and create customized solutions that meet their financial requirements. - Build and maintain relationships with...


  • Kuala Lumpur, Malaysia TITAN Wealth Associate Sdn Bhd Full time

    **Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. - Evaluate client needs and create customized solutions that meet their financial requirements. **Job Descriptions** - Build and maintain relationships with...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    Regional Wealth Management Graduate Trainee Program **If you are looking to excel and make a difference, take a closer look at us...** **Program Overview** The 12-month Regional Wealth Management (RWM) Graduate Trainee Program is designed to provide you with a comprehensive learning experience, enabling you to gain invaluable insights into the world of...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Program Overview The 12-month Regional Wealth Management (RWM) Graduate Trainee Program is designed to provide you with a comprehensive learning experience, enabling you to gain invaluable insights into the world of Wealth Management. Through a series of job rotations across...


  • Kuala Lumpur, Malaysia Agensi Pekerjaan MY Talent Recruit Sdn Bhd Full time

    **Company Background**: We are representing one of a well known insurance company in Petaling Jaya, currently as they are expanding, they are looking for wealth planner associate to join the team. **Job Scope**: - Handle paperwork, documentation, and filing related to client accounts. - Maintain and update client records in our database. - Serve as the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at usThe role plays a pivotal role in designing and implementing cutting-edge Wealth Management training programs for RWM and HLB branches. Responsible for identifying skill gaps, this role collaborates with department heads to conduct Training Need Analysis (TNA) for RWM. The incumbent...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan MY Talent Recruit Sdn Bhd Full time

    Company Background:We are representing one of a well known insurance company in Petaling Jaya, currently as they are expanding, they are looking for wealth planner associate to join the team.Job Scope: Handle paperwork, documentation, and filing related to client accounts. Maintain and update client records in our database. Serve as the primary point of...


  • Kuala Lumpur, Malaysia HSBC Full time

    -Job description **Some careers open more doors than others**. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Kuala Lumpur, Malaysia HSBC Full time

    -Job description **Some careers have more impact than others**. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us The role plays a pivotal role in designing and implementing cutting-edge Wealth Management training programs for RWM and HLB branches. Responsible for identifying skill gaps, this role collaborates with department heads to conduct Training Need Analysis (TNA) for RWM. The incumbent...

  • Snr Wealth Banker

    4 weeks ago


    Kuala Lumpur, Malaysia RHB Banking Group Full time

    Working Hour - Regular Hours - Monday - Friday- Business Area - Community Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: - To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets - To promote and professionally sell a range of wealth and banca products to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and...


  • Kuala Lumpur, Malaysia StashAway Full time

    StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...


  • Kuala Lumpur, Malaysia Affin Bank Full time

    Wealth Relationship Director **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 the industry - you can make a difference too. **JOB PURPOSE** Acquiring, growing and deepening Personalized Banking...


  • Kuala Lumpur, Malaysia United Overseas Bank (Malaysia) Bhd 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...


  • Kuala Lumpur, Malaysia United Overseas Bank (Malaysia) Bhd 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...


  • Kuala Lumpur, Malaysia HSBC Full time

    -Job description **Some careers grow faster than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Global Finance is integral to HSBC’s purpose and strategy. Our global team of finance professionals’ partner with the business to provide trusted insights and forward looking...

  • Personal Banker Wealth

    2 months ago


    Kuala Lumpur, Malaysia RHB Bank Berhad Full time

    Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention - Plan and identify cross selling/up selling to increase...


  • Kuala Lumpur, Kuala Lumpur, Malaysia RHB Bank Berhad Full time

    Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers from Bank's leads (LMS) and selfgenerated leads Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention Plan and identify cross selling/up selling to increase...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time

    Wealth Relationship DirectorCreate 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 the industry - you can make a difference too.JOB PURPOSEAcquiring, growing and deepening Personalized Banking customer...