Wealth Advisor for High Net Worth Clients

UOB; Johor; Vor Ort; MYR 60.000 - 100.000; Vollzeit

Zusammenfassung

United Overseas Bank Limited (UOB) in Malaysia seeks an experienced Wealth Management Relationship Manager to acquire and nurture high net worth client relationships, delivering tailored investment guidance and proactive portfolio expansion.

You will collaborate with product teams to match financial needs with suitable offerings, cross-sell complementary services, and drive revenue while maintaining the highest standards of integrity and client service.

Qualifikationen

• Experience in financial services servicing high net worth clients.
• High integrity and professionalism.
• Strong communication and interpersonal skills.
• Dynamic, results-driven and self-motivated.

Aufgaben

• Acquire and nurture relationships with high net worth customers to strengthen client base.
• Manage key relationships and provide sound financial advice.
• Match clients' financial needs with bank products for portfolio growth.
• Cross-sell other banking products and services.
• Deliver wealth revenue and client growth targets.
• Identify opportunities to drive performance in line with business strategy.

Kenntnisse

Wealth management

Relationship management

Sales

Cross-selling

Communication skills

Ausbildung

Bachelor's degree in Accountancy & Business

Jobbeschreibung

United Overseas Bank Limited (UOB) in Malaysia seeks an experienced Wealth Management Relationship Manager to acquire and nurture high net worth client relationships, delivering tailored investment guidance and proactive portfolio expansion.

You will collaborate with product teams to match financial needs with suitable offerings, cross-sell complementary services, and drive revenue while maintaining the highest standards of integrity and client service.