Senior Wealth Advisor for High-Net-Worth Clients

uobgroup

Kuching

On-site

MYR 120,000 - 180,000

Full time

4 days ago
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Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks a wealth management professional to acquire and nurture relationships with high net-worth clients, driving revenue growth and portfolio expansion. You will analyse client needs, recommend suitable financial products, and cross-sell services while maintaining the highest standards of integrity and client service in a dynamic banking environment.

Collaborate with partners and contribute to achieving revenue targets through effective relationship

Qualifications

  • Experience in financial services servicing high net-worth clientele.
  • High integrity, professionalism and strong relationship skills.
  • Strong communication and interpersonal abilities.
  • Dynamic, result-driven and self-motivated.

Responsibilities

  • Acquire and nurture relationships with high net-worth clients to grow revenue.
  • Manage key relationships and provide sound financial advice.
  • Analyze client needs and match financial products to investment goals.
  • Cross-sell banking products and services.
  • Deliver strong wealth revenue, client growth, and product penetration.
  • Identify business opportunities aligned with the bank's strategy.

Skills

Experience in financial services with
Customer relationship management
Strong communication and interpersonal
Self-motivated and results-driven

Job description

2201 United Overseas Bank (Malaysia) Bhd seeks a wealth management professional to acquire and nurture relationships with high net-worth clients, driving revenue growth and portfolio expansion. You will analyse client needs, recommend suitable financial products, and cross-sell services while maintaining the highest standards of integrity and client service in a dynamic banking environment.

Collaborate with partners and contribute to achieving revenue targets through effective relationship

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