Senior Wealth Advisor for High-Net-Worth Clients

UOB; West Coast Division; On-site; MYR 60,000 - 110,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd, a leading bank in Asia, seeks a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, deliver tailored investment advice, and grow the bank's wealth business. The role emphasizes integrity, strong communication, and proactive cross-selling of banking products to drive revenue and client satisfaction.

The position requires a client-focused mindset, professional demeanour, and a proactive approach to identifying

Qualifications

• Experience in the Financial Services industry, servicing high networth 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 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

Integrity

Motivation

Job description

United Overseas Bank (Malaysia) Bhd, a leading bank in Asia, seeks a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, deliver tailored investment advice, and grow the bank's wealth business. The role emphasizes integrity, strong communication, and proactive cross-selling of banking products to drive revenue and client satisfaction.

The position requires a client-focused mindset, professional demeanour, and a proactive approach to identifying