Senior Wealth Advisor | Privilege Banking

2201 United Overseas Bank (Malaysia) Bhd; Butterworth; On-site; MYR 120,000 - 180,000; Full time

Job summary

UOB Malaysia seeks a Wealth Relationship Manager to nurture high net worth clients and strengthen relationships to generate revenue. You will manage key client relationships, provide sound financial advice for portfolio growth, and align client needs with the bank's investment products to grow mutually beneficial opportunities.

The role emphasizes proactive cross-selling, delivering on wealth revenue targets, client growth, product penetration, and identifying business opportunities in line with

Qualifications

• Experience in the Financial Services industry, servicing high net worth 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 high net worth customers to strengthen relationships and revenue.
• Manage key relationships with existing and potential customers and provide sound financial advice for portfolio growth.
• Analyze and match customers' financial requirements with bank products to suit personal investment needs.
• Proactively cross-sell other banking products and services; drive wealth revenue and client growth.

Skills

Relationship management

Communication

Interpersonal skills

Integrity

Job description

UOB Malaysia seeks a Wealth Relationship Manager to nurture high net worth clients and strengthen relationships to generate revenue. You will manage key client relationships, provide sound financial advice for portfolio growth, and align client needs with the bank's investment products to grow mutually beneficial opportunities.

The role emphasizes proactive cross-selling, delivering on wealth revenue targets, client growth, product penetration, and identifying business opportunities in line with