VP, Wealth Client Advisor – High Net Worth

uobgroup

Seberang Perai

On-site

MYR 60,000 - 120,000

Full time

4 days ago

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Job summary

United Overseas Bank Limited (UOB) in Malaysia seeks a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, delivering tailored financial guidance and opportunities for portfolio growth. The role emphasizes proactive cross-selling and building strong client experiences within the wealth segment.

The position requires integrity, excellent communication, and a proactive, results-driven mindset to drive revenue and client expansion.

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 a group of high net worth customers with the objective of strengthening customer relationship and generating revenue.
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Analyse and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
Proactively cross-sell other banking products and services.
Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience.