Senior Wealth Advisor - High Net Worth Clients

uobgroup; Sibu; On-site; MYR 72,000 - 120,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Malaysia is seeking a Wealth Relationship Manager to build and manage a portfolio of high net worth clients in Sarawak's Sibu area. You will cultivate trusted relationships, understand client needs, and tailor financial solutions to grow the client base.

You will collaborate with product teams, ensure compliance, and drive revenue growth through cross-selling investment and wealth management products while upholding UOB's high standards.

Qualifications

• Experience in financial services servicing high net worth clientele.
• High integrity and professionalism with strong customer relationship skills.
• Strong communication and interpersonal skills.
• Dynamic, results-driven and self-motivated.

Responsibilities

• Acquire and nurture relationships with high net worth clients to grow revenue.
• Manage key client relationships and provide sound financial advice.
• Analyze financial needs and align bank products to client goals.
• Proactively cross-sell banking products and services.
• Deliver strong wealth revenue performance and client growth.
• Identify business opportunities aligned with strategy.

Skills

Relationship management

Client service

Cross-selling

Communication skills

Job description

United Overseas Bank (Malaysia) Bhd in Malaysia is seeking a Wealth Relationship Manager to build and manage a portfolio of high net worth clients in Sarawak's Sibu area. You will cultivate trusted relationships, understand client needs, and tailor financial solutions to grow the client base.

You will collaborate with product teams, ensure compliance, and drive revenue growth through cross-selling investment and wealth management products while upholding UOB's high standards.