Senior Wealth Advisor for High-Net-Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Be a Part of the UOB Family

Equal opportunity employer

Job summary

2201 United Overseas Bank (Malaysia) Bhd is recruiting a Wealth Management professional in Kuala Lumpur to acquire and nurture high net worth client relationships, provide financial guidance, and cross-sell banking products. The role emphasizes client growth, revenue generation, and portfolio expansion.

The ideal candidate will have experience in financial services, strong communication, and a proactive, results-driven mindset, with the ability to manage complex client needs and deliver tailored

Qualifications

• Experience in the Financial Services industry, servicing high networth clientele.
• Strong customer relationship management skills.
• Excellent 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

High net worth clients

Cross-selling

Communication skills

Tools

CRM software

Job description

2201 United Overseas Bank (Malaysia) Bhd is recruiting a Wealth Management professional in Kuala Lumpur to acquire and nurture high net worth client relationships, provide financial guidance, and cross-sell banking products. The role emphasizes client growth, revenue generation, and portfolio expansion.

The ideal candidate will have experience in financial services, strong communication, and a proactive, results-driven mindset, with the ability to manage complex client needs and deliver tailored