Wealth Planning Advisor

UOB; Greater London; On-site; GBP 35,000 - 52,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a client-focused advisory professional to engage with existing and prospective clients in London, understanding financial objectives and offering expert advice on deposits, loans, investments, insurance and wealth management solutions.

You will develop personalized financial plans, identify cross-sell opportunities, review portfolios, and collaborate with product specialists to deliver integrated solutions while upholding regulatory and ethical

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Proven ability to build client relationships and meet sales targets.
• Strong understanding of financial products and market dynamics.
• Excellent communication and presentation skills.

Responsibilities

• Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons.
• Provide expert advice on deposits, loans, investments, insurance, and wealth management solutions.
• Develop and implement personalized financial plans and strategies for clients.
• Identify cross-sell and up-sell opportunities to grow the client portfolio.
• Conduct regular reviews of client portfolios and update on market trends and product performance.
• Ensure all interactions comply with internal policies, regulatory requirements, and ethical standards.
• Resolve client inquiries and complaints professionally, maintaining high client satisfaction.
• Collaborate with internal teams to deliver integrated solutions and maintain accurate records.
• Participate in ongoing training to enhance product knowledge and advisory skills.

Skills

Excellent communication

Interpersonal skills

Presentation skills

Education

Bachelor’s degree in Finance/Business/Economics

Tools

MS Office

Job description

United Overseas Bank (Malaysia) Bhd is seeking a client-focused advisory professional to engage with existing and prospective clients in London, understanding financial objectives and offering expert advice on deposits, loans, investments, insurance and wealth management solutions.

You will develop personalized financial plans, identify cross-sell opportunities, review portfolios, and collaborate with product specialists to deliver integrated solutions while upholding regulatory and ethical