Senior Wealth Advisor for High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 67,000 - 134,000; Full time

Job summary

UOB United Overseas Bank Limited is looking for a Wealth Management Specialist in Kuala Lumpur. You will acquire and nurture relationships with high net worth clients and provide sound financial advice to grow their portfolios.

You will cross-sell banking products, manage key relationships, and align investment solutions with client needs while upholding the bank's standards of service and integrity.

Qualifications

• Experience in financial services servicing high networth clients
• High degree of integrity and professionalism
• Strong communication and interpersonal skills
• Dynamic, results-driven and self-motivated

Responsibilities

• Acquire and nurture relationships with high networth customers to strengthen portfolios
• Analyse clients' financial needs and align with bank products
• Cross-sell other banking products to drive revenue
• Deliver strong wealth revenue results and client growth

Skills

Relationship management

High net-worth client service

Communication skills

Interpersonal skills

Self-motivated

Job description

UOB United Overseas Bank Limited is looking for a Wealth Management Specialist in Kuala Lumpur. You will acquire and nurture relationships with high net worth clients and provide sound financial advice to grow their portfolios.

You will cross-sell banking products, manage key relationships, and align investment solutions with client needs while upholding the bank's standards of service and integrity.