Senior Wealth Advisor & High‑Net‑Worth Relationship Lead

2201 United Overseas Bank (Malaysia) Bhd; Seberang Perai; On-site; MYR 60,000 - 90,000; Full time

Job summary

UOB Malaysia seeks a Wealth Management Relationship Manager to cultivate high net worth client relationships and generate revenue. You will assess client needs, tailor investment solutions and collaborate with product teams to grow opportunities.

The role emphasizes integrity, client service, and proactive cross-selling to deepen engagement with affluent clients. The position requires strong communication and interpersonal skills, a professional approach, and a track record of delivering results

Qualifications

• Experience in the financial services industry with high net worth clientele.
• Strong integrity, professionalism and customer relationship skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Acquire and nurture relationships with high net worth customers to generate revenue.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Match customers' financial needs with bank products to grow opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on wealth revenue targets, client growth and product penetration.
• Identify business opportunities to drive performance in line with strategy.

Skills

High net worth clients

Relationship management

Communication skills

Interpersonal skills

Self-motivated

Job description

UOB Malaysia seeks a Wealth Management Relationship Manager to cultivate high net worth client relationships and generate revenue. You will assess client needs, tailor investment solutions and collaborate with product teams to grow opportunities.

The role emphasizes integrity, client service, and proactive cross-selling to deepen engagement with affluent clients. The position requires strong communication and interpersonal skills, a professional approach, and a track record of delivering results