Client Advisor

2201 United Overseas Bank (Malaysia) Bhd; George Town; On-site; MYR 100,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager in Penang to acquire and nurture high net worth clients, strengthen relationships and drive revenue. You will advise on personal investments, match needs to bank products, and cross-sell across the suite of services.

The role requires experience in financial services, impeccable integrity, and strong communication and interpersonal skills, with a proactive, self-motivated approach.

Qualifications

• 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.

Responsibilities

• Acquire and nurture relationships with high networth customers to strengthen relationships and revenue.
• Manage key relationships with existing and potential customers and provide sound financial advice.
• Analyze and match customers' financial requirements with bank offerings to grow opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue performance, client growth, product penetration, and client experience.

Skills

Relationship management

Communication skills

Interpersonal skills

Sales acumen

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United 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.

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

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.

Career Site: UOB Career site