Client Advisor, Privilege Banking (Selangor)

UOB; Petaling Jaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank Malaysia is seeking a wealth relationship professional to acquire and nurture relationships with a group of high net worth customers, aiming to strengthen client relationships and revenue. You will analyse customers’ financial requirements, align them with UOB products, deliver cross-sell opportunities, and drive strong wealth revenue, client growth, and strategic portfolio expansion.

Be part of the UOB family with a culture that emphasises integrity, professionalism, and a

Qualifications

• 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.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage key relationships and provide sound financial advice.
• Analyse and match clients' requirements with bank products to grow opportunities.
• Cross-sell other banking products and services.
• Deliver strong wealth revenue performance, client growth and product penetration.
• Identify business opportunities to drive performance in line with strategy.

Skills

Relationship management

Financial advisory

Communication

Interpersonal skills

Integrity

Self-motivated

Executive presence

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.