Senior Client Advisor – Wealth & HNW Banking

2201 United Overseas Bank (Malaysia) Bhd; Miri; On-site; MYR 120,000 - 240,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net-worth clients, driving revenue and portfolio growth.

You will manage key relationships, assess clients' financial needs, and align product offerings with investment goals while proactively cross-selling other banking services to strengthen client experience and loyalty across ASEAN markets.

Qualifications

• Experience in the financial services industry serving high net-worth clientele.
• High integrity and professionalism with strong relationship management.
• 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 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 and deliver on wealth revenue performance results.

Skills

Financial services

High integrity

Relationship management

Communication skills

Self-motivated

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net-worth clients, driving revenue and portfolio growth.

You will manage key relationships, assess clients' financial needs, and align product offerings with investment goals while proactively cross-selling other banking services to strengthen client experience and loyalty across ASEAN markets.