Wealth Advisor (Accelerator Programme for Experienced Sales Professionals)

Company

2201 United Overseas Bank (Malaysia) Bhd is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.

Job Description

• Build and manage relationships with emerging affluent clients, ensuring a high standard of service and client satisfaction.
• Understand clients’ financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions.
• Promote and market a comprehensive suite of banking and investment products, including unit trusts, insurance and protection products, treasury and investment solutions.
• Provide sound financial advice to support clients in effective wealth management and portfolio expansion.
• Identify opportunities to deepen relationships through proactive cross‑selling of banking products and services.
• Participate in structured training and development programmes to build advisory, product, and sales c...