Senior Wealth Advisor (High-Net-Worth Clients)

UOB

Sarawak

On-site

MYR 120,000 - 240,000

Full time

13 days ago

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Job summary

United Overseas Bank (Malaysia) Bhd invites a Wealth Relationship Manager to nurture a portfolio of high net worth clients and deliver tailored financial solutions. You will build long-term relationships, analyze client needs, and align them with bank products to drive growth.

Success requires strong communication, integrity, and a proactive, results-oriented mindset. This on-site role offers opportunities in a leading Asian bank with a client-focused wealth management approach.

Qualifications

Experience in the Financial Services industry servicing high net worth clientele.
High degree of integrity and professionalism with strong customer 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 to strengthen relationship and revenue.
Manage key relationships and provide sound advice for effective financial management and portfolio growth.
Analyse customers' financial requirements and match with bank product offerings to suit personal investment needs.
Proactively cross-sell other banking products and services.
Deliver on wealth revenue targets, client growth, product penetration and excellent client experience.