Private Wealth Advisor for High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Malaysia; On-site; MYR 70,000 - 110,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks an experienced wealth relationship professional to acquire and nurture high net worth clients, strengthening portfolios and expanding revenue. You will manage key relationships, analyse client needs, and align investment solutions with our bank's products.

The role emphasizes cross-selling, strong integrity, and proactive business development to meet revenue targets and client satisfaction in a competitive market.

Qualifications

• Experience in the financial services industry with high net worth clients.
• Demonstrates integrity and professional relationship skills.
• Strong communication and interpersonal abilities.
• Self-motivated, dynamic, and results-driven.
• Ability to identify cross-selling opportunities.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers.
• Manage key relationships and provide sound financial advice.
• Match customers' financial needs with bank products to grow opportunities.
• Cross-sell other banking products and services proactively.
• Deliver wealth revenue targets and client growth.
• Identify business opportunities to drive performance in line with strategy.

Skills

High net worth clients

Relationship management

Financial services

Communication skills

Interpersonal skills

Integrity

Self-motivated

Results driven

Cross-selling

Job description

2201 United Overseas Bank (Malaysia) Bhd seeks an experienced wealth relationship professional to acquire and nurture high net worth clients, strengthening portfolios and expanding revenue. You will manage key relationships, analyse client needs, and align investment solutions with our bank's products.

The role emphasizes cross-selling, strong integrity, and proactive business development to meet revenue targets and client satisfaction in a competitive market.