Senior Wealth Advisor for HNW Client Relationships

uobgroup; Alor Setar; On-site; MYR 90,000 - 150,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia is seeking a Wealth Relationship Manager to acquire and nurture high net worth clients, delivering tailored financial advice and investment solutions. You will manage key client relationships, align portfolios with product offerings, and drive revenue growth within a dynamic wealth team.

The role emphasizes proactive cross-selling, client experience, and opportunity identification to support the bank's strategic wealth goals in the Malaysian market.

Qualifications

• Experience in the Financial Services industry and servicing high net worth clientele.
• High degree of integrity and professionalism, and strong client relationship management skill.
• Strong communication and interpersonal skills.
• Dynamic, results-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
• 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

Client advisory

Communication skills

Interpersonal skills

Job description

United Overseas Bank Limited (UOB) in Malaysia is seeking a Wealth Relationship Manager to acquire and nurture high net worth clients, delivering tailored financial advice and investment solutions. You will manage key client relationships, align portfolios with product offerings, and drive revenue growth within a dynamic wealth team.

The role emphasizes proactive cross-selling, client experience, and opportunity identification to support the bank's strategic wealth goals in the Malaysian market.