Elite Wealth Advisor – Privilege Banking

UOB; Kuala Lumpur; On-site; MYR 89,000 - 156,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Client Advisor for Privilege Banking in Selangor. The role focuses on acquiring and nurturing relationships with high net worth clients, delivering tailored financial advice and expanding wealth portfolios.

You will manage key client relationships, analyze needs, and cross-sell banking products to drive revenue and growth while upholding the bank’s values and service standards.

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self motivated.

Responsibilities

• 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

Skills

Relationship Management

High Net Worth Clients

Cross-selling

Client Growth

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Client Advisor for Privilege Banking in Selangor. The role focuses on acquiring and nurturing relationships with high net worth clients, delivering tailored financial advice and expanding wealth portfolios.

You will manage key client relationships, analyze needs, and cross-sell banking products to drive revenue and growth while upholding the bank’s values and service standards.