Senior Private Wealth Advisor & Client Growth Lead

UOB; Johor; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Malaysia is looking for a professional to acquire and manage relationships with high net worth clients. The role requires strong financial advisory skills and a proactive approach to cross-selling banking products. Candidates should possess a background in financial services, with strong interpersonal and communication skills. UOB offers equal opportunity employment and seeks motivated individuals to foster client growth and drive revenue performance.

Qualifications

• Experience in servicing high net worth clientele.
• A high degree of integrity and professionalism.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self-motivated.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage key relationships and provide financial management advice.
• Match customers' financial requirements with bank's products.
• Proactively cross-sell other banking products and services.
• Deliver strong wealth revenue performance results.
• Identify business opportunities to drive performance.

Skills

Experience in the Financial Services industry

Customer relationship management skill

Strong communication skills

Interpersonal skills

Dynamic and self motivated

Job description

A leading financial services provider in Malaysia is looking for a professional to acquire and manage relationships with high net worth clients. The role requires strong financial advisory skills and a proactive approach to cross-selling banking products. Candidates should possess a background in financial services, with strong interpersonal and communication skills. UOB offers equal opportunity employment and seeks motivated individuals to foster client growth and drive revenue performance.