AVP, Client Advisor (East Malaysia)

2201 United Overseas Bank (Malaysia) Bhd

Kuching

On-site

MYR 90,000 - 180,000

Full time

3 days ago
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Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks a Wealth Manager to serve a selected group of high net worth clients in Malaysia. You will build trusted relationships, assess client financial needs, and deliver tailored investment and banking solutions to grow the portfolio.

In this role you will collaborate with product specialists, maintain regulatory standards, and drive revenue growth through proactive wealth advisory and cross-selling of banking products to meet client goals.

Qualifications

  • Experience in Financial Services servicing high networth clientele.
  • High integrity and professionalism; strong customer relationship management.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Acquire and nurture relationships with high networth clients to strengthen revenue.
  • Manage key relationships and provide sound financial advice for portfolio growth.
  • Match clients' financial needs with bank products to grow opportunities.
  • Cross-sell other banking products and services.
  • Deliver strong wealth revenue results, client growth, product penetration, and client experience.
  • Identify business opportunities to drive performance in line with overall business strategy.

Skills

Communication skills
Customer relations
Interpersonal skills

Job description

Company

2201 United Overseas Bank (Malaysia) Bhd

About UOB

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.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Job Description
  • Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue
  • Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
  • Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
  • Proactively cross-sell other banking products and services
  • Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
  • Proactively identify business opportunities to drive performance in line with overall business strategy
Job Requirements
  • Experience in the Financial Services industry, servicing high networth clientele
  • A high degree of integrity and professionalism, and strong customer relationship management skill
  • Strong communication and interpersonal skills
  • Dynamic, result driven and self motivated
Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB 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.

Career Site

UOB Career site

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