MGR - VP, Client Advisor

2201 United Overseas Bank (Malaysia) Bhd; Seberang Perai; On-site; MYR 60,000 - 90,000; Full time

Job summary

UOB Malaysia seeks a Wealth Management Relationship Manager to cultivate high net worth client relationships and generate revenue. You will assess client needs, tailor investment solutions and collaborate with product teams to grow opportunities.

The role emphasizes integrity, client service, and proactive cross-selling to deepen engagement with affluent clients. The position requires strong communication and interpersonal skills, a professional approach, and a track record of delivering results

Qualifications

• Experience in the financial services industry with high net worth clientele.
• Strong integrity, professionalism and customer relationship skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Acquire and nurture relationships with high net worth customers to generate revenue.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Match customers' financial needs with bank products to grow opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue targets, client growth and product penetration.
• Identify business opportunities to drive performance in line with strategy.

Skills

High net worth clients

Relationship management

Communication skills

Interpersonal skills

Self-motivated

Job description

About UOB

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 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
• 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 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

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.

Company Highlights

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.