Wealth Advisor & Client Solutions Specialist

United Overseas Bank Limited; Malaysia; Hybrid; MYR 70,000 - 110,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Client Advisor to proactively engage with clients, understand financial objectives, and provide expert advice on banking products and wealth management solutions. You will develop personalized financial plans, cross-sell suitable products, and conduct regular portfolio reviews.

The role requires 2–3 years in a client-facing banking/financial services role, strong communication skills, and fluency in English and Bahasa Malaysia.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 2-3 years of experience in a client-facing role within banking/financial services, preferably wealth management or retail banking.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of financial products, investment instruments, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze complex financial information and provide clear, concise advice.
• Customer-centric mindset with a strong commitment to service excellence.
• Relevant industry certifications (e.g., PCE, FIMM, Takaful) are highly advantageous.
• Proficiency in Microsoft Office Suite.
• Fluency in English and Bahasa Malaysia is essential; proficiency in other languages is a plus.

Responsibilities

• Proactively engage with existing and prospective clients to understand their financial objectives, risk appetite, and investment horizons.
• Provide expert advice on a range of banking products and services, including deposits, loans, investments, insurance, and wealth management solutions.
• Develop and implement personalized financial plans and strategies for clients, ensuring alignment with their evolving needs.
• Identify opportunities to cross-sell and up-sell suitable products and services, contributing to the growth of the bank's client portfolio.
• Conduct regular reviews of client portfolios and provide timely updates on market trends and product performance.
• Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
• Resolve client inquiries and complaints efficiently and professionally, maintaining high levels of client satisfaction.
• Collaborate with internal teams (e.g., product specialists, credit) to deliver integrated solutions to clients.
• Maintain accurate and up-to-date client records and prepare relevant reports.
• Participate in ongoing training and development programs to enhance product knowledge and advisory skills.

Skills

Communication skills

Interpersonal skills

Presentation skills

Microsoft Office

English/Bahasa Malaysia fluency

Sales targets

Client-facing experience

Education

Bachelor's degree

Tools

Microsoft Office

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Client Advisor to proactively engage with clients, understand financial objectives, and provide expert advice on banking products and wealth management solutions. You will develop personalized financial plans, cross-sell suitable products, and conduct regular portfolio reviews.

The role requires 2–3 years in a client-facing banking/financial services role, strong communication skills, and fluency in English and Bahasa Malaysia.