Senior Wealth Advisor for High-Net-Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; West Coast Division; On-site; MYR 70,000 - 120,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks a Wealth Management Relationship Manager to cultivate relationships with high net worth clients in Malaysia, driving revenue and portfolio growth.

You will provide tailored investment guidance, cross-sell banking products, and help clients achieve financial objectives with integrity and trust. Strong communication and self-motivation are essential.

Qualifications

• Experience in the Financial Services industry, servicing high net worth 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 net worth 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.
• Analyses 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

Cross-selling

Communication

Interpersonal skills

Tools

CRM software

Job description

2201 United Overseas Bank (Malaysia) Bhd seeks a Wealth Management Relationship Manager to cultivate relationships with high net worth clients in Malaysia, driving revenue and portfolio growth.

You will provide tailored investment guidance, cross-sell banking products, and help clients achieve financial objectives with integrity and trust. Strong communication and self-motivation are essential.