Senior Wealth Advisor - High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Klang City; On-site; MYR 90,000 - 170,000; Full time

Job summary

UOB United Overseas Bank Limited (UOB) is seeking a Wealth Relationship Manager to acquire and nurture relationships with a portfolio of high net worth customers, strengthening client trust and growing revenue.

You will analyse clients’ financial needs, match offerings to their investment objectives, proactively cross-sell banking products, and deliver sound advice to drive portfolio expansion and mutual success.

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 to grow revenue.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Analyse customers' financial needs and match with suitable bank products.
• Cross-sell banking products and services to achieve revenue targets.
• Identify opportunities to drive performance aligned to business strategy.

Skills

Financial services experience

Client relationship management

Communication skills

Self-motivation

Job description

UOB United Overseas Bank Limited (UOB) is seeking a Wealth Relationship Manager to acquire and nurture relationships with a portfolio of high net worth customers, strengthening client trust and growing revenue.

You will analyse clients’ financial needs, match offerings to their investment objectives, proactively cross-sell banking products, and deliver sound advice to drive portfolio expansion and mutual success.