Senior Wealth Advisor for High-Net-Worth Clients

uobgroup; Butterworth; On-site; MYR 90,000 - 140,000; Full time

Job summary

United Overseas Bank Limited (UOB) seeks a Wealth Relationship Manager in Malaysia to acquire and nurture relationships with high net worth clients in Penang. You will align financial objectives with bank solutions and drive revenue growth.

You will manage key client relationships, provide professional advice on investments, and proactively cross-sell banking products while delivering exceptional client experience.

Qualifications

• Experience in Financial Services servicing high net worth clientele.
• Integrity and professionalism, strong customer relationship management skill.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers and generate revenue.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances to grow their portfolio.
• Analyses and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial 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

High net worth clients

Cross-selling

Communication skills

Job description

United Overseas Bank Limited (UOB) seeks a Wealth Relationship Manager in Malaysia to acquire and nurture relationships with high net worth clients in Penang. You will align financial objectives with bank solutions and drive revenue growth.

You will manage key client relationships, provide professional advice on investments, and proactively cross-sell banking products while delivering exceptional client experience.