Senior Wealth Advisor — High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; George Town; On-site; MYR 100,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager in Penang to acquire and nurture high net worth clients, strengthen relationships and drive revenue. You will advise on personal investments, match needs to bank products, and cross-sell across the suite of services.

The role requires experience in financial services, impeccable integrity, and strong communication and interpersonal skills, with a proactive, self-motivated approach.

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 high networth customers to strengthen relationships and revenue.
• Manage key relationships with existing and potential customers and provide sound financial advice.
• Analyze and match customers' financial requirements with bank offerings to grow opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue performance, client growth, product penetration, and client experience.

Skills

Relationship management

Communication skills

Interpersonal skills

Sales acumen

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager in Penang to acquire and nurture high net worth clients, strengthen relationships and drive revenue. You will advise on personal investments, match needs to bank products, and cross-sell across the suite of services.

The role requires experience in financial services, impeccable integrity, and strong communication and interpersonal skills, with a proactive, self-motivated approach.