Sales Executive, Direct Sales Team, Personal Financial Services

Job title: Sales Executive, Direct Sales Team, Personal Financial Services

Company: UOB


Job description: About UOBUnited 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 DepartmentThe 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 ServicesWe 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 ResponsibilitiesResponsibilities:

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers.
• Analyze new and existing client interests, problems, and potential need for new products and services.
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications.
• Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs.
• Achieve or exceed decided sales targets set by management.
• Adhere to strict laws and regulations governing sales practices in a complex sales environment.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding UOBgroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Job RequirementsQualifications:

• 2-4 years of relevant experience.
• Previous experience in financial sales preferred.
• Proficient computer and technology skills.
• Consistently demonstrates clear and concise written and verbal communication.
• Working knowledge of relevant financial regulations.
• Effective problem-solving and negotiation skills.
• Demonstrated Influencing and relationship management skills

Be a part of UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.Apply now and make a difference.Apply nowStartPlease wait…

Expected salary:

Location: Kuala Lumpur

Job date: Sun, 17 Nov 2024 01:18:59 GMT

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