Personal Wealth Executive (Northern)

Personal Wealth Executive (Northern)

Posting Date : 21 Jun 2025 Location :

Penang (City Area), Pulau Pinang, 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.

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.

Job Responsibilities

• Responsible for sales / marketing; promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
• Engage in cross-selling of other banking products based on customer needs
• Manage and build long term relationships with customers while conducting after-sales services
• Adhere to the policies, regulatory risk and compliance
• Will obtain the necessary recognized industry qualifications such as FIMM, PCE, CEILI and IPPC upon joining

Branch Locations

Job Requirements