Wealth Advisor (Accelerator Programme for Experienced Sales Professionals)

Job Responsibilities 

• 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 capabilities 

• Address and resolve client queries and service issues promptly, ensuring a seamless client experience 

• Maintain compliance with regulatory requirements and internal policies at all times 

Job Requirements 

• Diploma or Bachelor’s degree in any discipline (Finance, Business or Economics is an advantage) 

• Minimum 2–3 years of sales experience (e.g. Insurance, FMCG, telco, property, automotive, or other client-facing sales roles) 

• Proven track record in achieving or exceeding sales targets 

• Strong interest in transitioning into wealth management / banking sales 

• Demonstrated ability to build relationships, influence clients, and close deals 

• Excellent communication and interpersonal skills, with a strong customer-centric approach 

• Highly driven, results-oriented, and self-motivated with strong resilience 

• High level of integrity and professionalism 

• Willingness to obtain relevant industry certifications (e.g. PCE, CEILI, FIMM or equivalent) 

• Willingness to be based at UOB branches within Klang Valley 

Additional Note 

• Shortlisted candidates will be invited for a physical interview at UOB Plaza 1, Kuala Lumpur.