MGR-AVP, Client Advisor (Greater Kuala Lumpur)

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 80,000 - 140,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur is seeking a wealth management professional to acquire and nurture relationships with high net worth clients, assessing financial needs and aligning products to grow client wealth.

You will proactively cross-sell banking services and drive revenue, client growth, and a superior client experience in a collaborative environment.

Qualifications

• Acquire and nurture relationships with high net worth customers.
• Analyse and match customers’ financial requirements with the bank's product offerings.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue performance, client growth and product penetration.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers to strengthen relationships and revenue.
• Analyse customers’ financial needs and match them to suitable bank products for portfolio growth.
• Cross-sell additional banking products and services to deepen client engagement.

Skills

Relationship management

High net worth clients

Financial advisory

Cross-selling

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.

We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term.

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.