MGR-AVP, Client Advisor (Greater Kuala Lumpur)

uobgroup; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a wealth adviser to acquire and nurture relationships with high net worth customers, strengthening client portfolios and revenue growth.

You will analyze financial needs, match products, cross-sell services, and deliver compelling wealth solutions while upholding UOB's values and commitment to clients.

Responsibilities

• 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 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

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.