Senior Wealth & Client Relationship Advisor

uobgroup; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia seeks a wealth professional to acquire and nurture relationships with high networth clients and to provide sound financial guidance for portfolio growth. You will analyse client needs and tailor product recommendations to achieve revenue targets, while proactively cross-selling related banking services.

The role focuses on expanding client wealth through strategic advisory, relationship management, and strong performance delivery within UOB's wealth

Qualifications

• Acquire and nurture relationships with a group of high networth customers.
• Provide sound advice in managing finances to grow the portfolio.
• Analyse and match customers' financial requirements with bank offerings.

Responsibilities

• Acquire and nurture relationships with high networth customers to strengthen revenue.
• Manage key relationships and provide financial guidance for portfolio growth.
• Cross-sell banking products and services to meet customer needs.
• Deliver strong wealth revenue performance, client growth and product penetration.

Skills

Relationship management

HNW client service

Consultative selling

Financial planning

Portfolio advisory

Job description

United Overseas Bank Limited (UOB) in Malaysia seeks a wealth professional to acquire and nurture relationships with high networth clients and to provide sound financial guidance for portfolio growth. You will analyse client needs and tailor product recommendations to achieve revenue targets, while proactively cross-selling related banking services.

The role focuses on expanding client wealth through strategic advisory, relationship management, and strong performance delivery within UOB's wealth