Client Advisor

UOB; Sungai Petani; On-site; MYR 120,000 - 200,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, advising on financial strategies and products. You will identify opportunities to grow revenue while delivering exemplary client service in a trusted wealth management environment.

The role requires integrity, professionalism, and excellent communication, enabling effective client advisory and portfolio growth within UOB Malaysia.

Qualifications

• Experience in the financial services industry servicing high networth clientele.
• Proven ability to build relationships and manage client portfolios.
• Strong communication and interpersonal skills to advise clients.

Responsibilities

• Acquire and nurture relationships with high net worth customers to strengthen revenue.
• Cross-sell banking products and services to clients.
• Analyse customers' financial needs and match with product offerings.
• Deliver strong wealth revenue results and client growth.
• Identify business opportunities aligned with bank strategy.

Skills

High networth client servicing

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivation

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.