Financial Advisor Apprentice

3 weeks ago


Klang, 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**:

- Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue
- Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
- Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
- Proactively cross-sell other banking products and services
- Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
- Proactively identify business opportunities to drive performance in line with overall business strategy

**Job Requirements**:

- Experience in the Financial Services industry, servicing high networth clientele
- A high degree of integrity and professionalism, and strong customer relationship management skill
- Strong communication and interpersonal skills

**Be a part of UOB Family**:


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