Client Advisor, Privilege Banking (Selangor)

2201 United Overseas Bank (Malaysia) Bhd; Malaysia; On-site; MYR 70,000 - 110,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks an experienced wealth relationship professional to acquire and nurture high net worth clients, strengthening portfolios and expanding revenue. You will manage key relationships, analyse client needs, and align investment solutions with our bank's products.

The role emphasizes cross-selling, strong integrity, and proactive business development to meet revenue targets and client satisfaction in a competitive market.

Qualifications

• Experience in the financial services industry with high net worth clients.
• Demonstrates integrity and professional relationship skills.
• Strong communication and interpersonal abilities.
• Self-motivated, dynamic, and results-driven.
• Ability to identify cross-selling opportunities.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers.
• Manage key relationships and provide sound financial advice.
• Match customers' financial needs with bank products to grow opportunities.
• Cross-sell other banking products and services proactively.
• Deliver wealth revenue targets and client growth.
• Identify business opportunities to drive performance in line with strategy.

Skills

High net worth clients

Relationship management

Financial services

Communication skills

Interpersonal skills

Integrity

Self-motivated

Results driven

Cross-selling

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Acquire and nurture relationships with a group of high net worth 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 Analyses 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 net worth 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 (Competency)
• Engage (Competency)
• Execute (Competency)
• Strategise (Competency)

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.

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