Wealth Advisor for High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Kuching; On-site; MYR 90,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd seeks a Wealth Manager to serve a selected group of high net worth clients in Malaysia. You will build trusted relationships, assess client financial needs, and deliver tailored investment and banking solutions to grow the portfolio.

In this role you will collaborate with product specialists, maintain regulatory standards, and drive revenue growth through proactive wealth advisory and cross-selling of banking products to meet client goals.

Qualifications

• Experience in Financial Services servicing high networth clientele.
• High integrity and professionalism; strong customer relationship management.
• Excellent communication and interpersonal skills.

Responsibilities

• Acquire and nurture relationships with high networth clients to strengthen revenue.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Match clients' financial needs with bank products to grow opportunities.
• Cross-sell other banking products and services.
• Deliver strong wealth revenue results, client growth, product penetration, and client experience.
• Identify business opportunities to drive performance in line with overall business strategy.

Skills

Communication skills

Customer relations

Interpersonal skills

Job description

2201 United Overseas Bank (Malaysia) Bhd seeks a Wealth Manager to serve a selected group of high net worth clients in Malaysia. You will build trusted relationships, assess client financial needs, and deliver tailored investment and banking solutions to grow the portfolio.

In this role you will collaborate with product specialists, maintain regulatory standards, and drive revenue growth through proactive wealth advisory and cross-selling of banking products to meet client goals.