Senior Wealth Advisor for High-Net-Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Alor Setar; On-site; MYR 100,000 - 180,000; Full time

Benefits offered by this job

Equal opportunity employer

Global bank

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a private banking professional to acquire and nurture high net worth client relationships, offering tailored financial advice and cross-selling a range of wealth products. You will manage key client portfolios and identify opportunities to grow revenue while delivering superior client experience.

The role emphasizes integrity, strong communication, and a client-focused approach within a leading regional bank's wealth management team.

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

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
• 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

Skills

HNW client experience

CRM skills

Strong communication

Job description

United Overseas Bank (Malaysia) Bhd is seeking a private banking professional to acquire and nurture high net worth client relationships, offering tailored financial advice and cross-selling a range of wealth products. You will manage key client portfolios and identify opportunities to grow revenue while delivering superior client experience.

The role emphasizes integrity, strong communication, and a client-focused approach within a leading regional bank's wealth management team.