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United Overseas Bank

Regional bank offering data-driven financial solutions

Personal Wealth Executive

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeKuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaNo salary listedIn-person

About the Job

Requirements

  • A recognised degree or diploma in a relevant field is required.
  • Fresh graduates are welcome to apply.
  • Ability to thrive in a fast-paced environment and demonstrate a passion for a career in wealth management.
  • Ability to work resourcefully with minimal supervision.
  • Flexibility to work extended hours.
  • Strong interpersonal and communication skills, drive, and initiative.

Responsibilities

  • Understand customers' financial needs and provide timely information, advice, and recommendations to meet their banking requirements.
  • Secure sales and cross-sell consumer banking and investment products, including insurance, structured deposits, and unit trusts.
  • Deepen relationships with new and existing customers.
  • Apply diligence and integrity to follow advisory procedures and document work in compliance with internal policies, business processes, and regulatory requirements.
  • Use the branch network, tele-consulting, and referrals to meet and exceed individual sales targets.

About the Company

United Overseas Bank

Regional bank offering data-driven financial solutions

UOB provides financial services to people and businesses across ASEAN through a broad regional network and a single-bank model. It tailors products using data and relationship insights across personal banking, business banking, and wealth management, linking customers to opportunities in the region. Its approach combines an integrated, ASEAN-focused network with a commitment to responsible and sustainable outcomes that support growth. The goal is to help people and businesses in the region grow, while advancing inclusiveness and environmental well-being.

Company size
Not listed
Company stage
IPO
Headquarters
Singapore, Singapore
Founded
1935

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