Senior Wealth Advisor, HNW Client Relationships

UOB; Johor; On-site; MYR 60,000 - 90,000; Full time

Job summary

UOB in Johor, Malaysia is seeking a motivated individual to manage relationships with high net worth customers, offering tailored financial advice and promoting banking products. The ideal candidate will have experience in financial services and a high degree of professionalism.

Responsibilities include acquiring and managing customer relationships, analyzing financial needs, and driving revenue performance. Skills in communication and customer relationship management are essential. This role promises a rewarding opportunity to grow within a dynamic banking environment.

Qualifications

• Experience in the financial services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage relationships and provide financial advice.
• Analyse and match customers’ financial requirements with bank offerings.
• Proactively cross-sell banking products and services.
• Deliver strong wealth revenue performance results.
• Identify business opportunities to drive performance.

Skills

Customer relationship management

Strong communication skills

Dynamic and self-motivated

Job description

UOB in Johor, Malaysia is seeking a motivated individual to manage relationships with high net worth customers, offering tailored financial advice and promoting banking products. The ideal candidate will have experience in financial services and a high degree of professionalism.

Responsibilities include acquiring and managing customer relationships, analyzing financial needs, and driving revenue performance. Skills in communication and customer relationship management are essential. This role promises a rewarding opportunity to grow within a dynamic banking environment.