Senior Wealth Advisor – Privilege Banking

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

United Overseas Bank Malaysia Bhd seeks a relationship professional to acquire and nurture high net worth clients, strengthening relationships and generating revenue. You will analyse financial needs, align offerings to grow investment portfolios and proactively cross-sell banking products to enhance client value and profitability.

Responsibilities include delivering strong wealth revenue results, expanding client base, improving product penetration, and aligning activities with the bank's

Responsibilities

• Acquire and nurture relationships with high net worth customers to strengthen client relationships and revenue
• Analyse customers' financial needs and match with bank products to grow wealth portfolios
• Cross-sell wealth and other banking products to drive revenue and client satisfaction
• Deliver on revenue targets, client growth and product penetration with a client-centric approach

Job description

United Overseas Bank Malaysia Bhd seeks a relationship professional to acquire and nurture high net worth clients, strengthening relationships and generating revenue. You will analyse financial needs, align offerings to grow investment portfolios and proactively cross-sell banking products to enhance client value and profitability.

Responsibilities include delivering strong wealth revenue results, expanding client base, improving product penetration, and aligning activities with the bank's