MGR -VP, Client Advisor (Bakri)

United Overseas Bank; Muar; On-site; MYR 120,000 - 240,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced Relationship Manager to nurture relationships with high net worth clients and drive revenue growth in wealth management. You will assess client needs, offer tailored financial solutions, and cross-sell bank products to optimize portfolios.

Ideal candidates bring experience in servicing high-net-worth clientele, strong integrity, and excellent communication skills, with a proactive, results-driven mindset in a dynamic banking

Qualifications

• Experience in servicing high net worth clientele.
• High integrity and professionalism, strong relationship skills.
• Strong communication and interpersonal skills.
• Dynamic, results-driven and self-motivated.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers to strengthen relationships and generate revenue.
• Manage key relationships with existing and potential customers and provide sound advice in the management of their finances.
• Analyse and match customers' financial requirements with the bank's offerings to grow investment opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue performance, client growth, product penetration and excellent client experience.
• Identify business opportunities to drive performance in line with strategy.

Skills

Wealth management

Relationship management

Cross-selling

Financial planning

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

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 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

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 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.