Senior Wealth Advisor for High-Net-Worth Clients

uobgroup; Kuala Lumpur; On-site; MYR 100,000 - 234,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Advisor in Kuala Lumpur to acquire and nurture relationships with high net worth clients. You will advise on investments, manage portfolios, and cross-sell banking products to drive revenue and client satisfaction.

The role emphasizes integrity, strong communication, and proactive opportunity spotting to grow the client base and portfolio opportunities within a leading banking network.

Qualifications

• Experience in the Financial Services industry servicing high networth clientele.
• High integrity and professionalism with strong customer relationship management.
• 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

Self-motivated

High net worth clients servicing

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Advisor in Kuala Lumpur to acquire and nurture relationships with high net worth clients. You will advise on investments, manage portfolios, and cross-sell banking products to drive revenue and client satisfaction.

The role emphasizes integrity, strong communication, and proactive opportunity spotting to grow the client base and portfolio opportunities within a leading banking network.