Senior Wealth Advisor for High Net Worth Clients

uobgroup; Klang City; On-site; MYR 60,000 - 110,000; Full time

Job summary

United Overseas Bank Limited (UOB) Malaysia invites experienced wealth management professionals to join its team in Klang Valley to nurture high‑net‑worth client relationships, deliver tailored investment solutions, and drive revenue growth across the portfolio.

In this Wealth Relationship Manager role you will manage key client relationships, assess financial needs, present suitable banking products, cross‑sell services, and work with specialists to enhance client experience while upholding

Qualifications

• Experience in the Financial Services industry, servicing high networth 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 networth 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

Relationship management

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivated

Job description

United Overseas Bank Limited (UOB) Malaysia invites experienced wealth management professionals to join its team in Klang Valley to nurture high‑net‑worth client relationships, deliver tailored investment solutions, and drive revenue growth across the portfolio.

In this Wealth Relationship Manager role you will manage key client relationships, assess financial needs, present suitable banking products, cross‑sell services, and work with specialists to enhance client experience while upholding