Senior Private Banking Advisor for High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Sibu; On-site; MYR 60,000 - 120,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Management relationship manager to acquire and nurture relationships with high net worth clients, delivering tailored financial guidance and investment opportunities. You will manage key relationships and identify opportunities to grow the client portfolio.

The role focuses on matching clients' financial needs with appropriate bank products, delivering strong revenue growth, and maintaining high standards of integrity and

Qualifications

• 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.

Responsibilities

• 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.
• Analyses 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.

Skills

Relationship management

Financial advisory

Communication skills

Self-motivation

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Management relationship manager to acquire and nurture relationships with high net worth clients, delivering tailored financial guidance and investment opportunities. You will manage key relationships and identify opportunities to grow the client portfolio.

The role focuses on matching clients' financial needs with appropriate bank products, delivering strong revenue growth, and maintaining high standards of integrity and