Wealth Advisor for High-Net-Worth Clients

uobgroup; Malaysia; On-site; MYR 60,000 - 90,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to build and nurture relationships with high net worth clients, advising on financial strategies and portfolio growth.

You will identify needs, offer appropriate products, and deliver superior service while maintaining high integrity and professionalism.

This role emphasizes strong communication, cross-selling opportunities, and strategic thinking to contribute to revenue growth in a dynamic banking environment.

Qualifications

• Experience in the Financial Services industry, servicing high networth clientele.
• High integrity and professionalism; strong relationship management.
• Strong communication and interpersonal skills.
• Dynamic, results-driven and self-motivated.

Responsibilities

• Acquire and nurture relationships with a group of high networth 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
• Proactively identify business opportunities to drive performance in line with overall business strategy

Skills

HNW Client Servicing

Relationship Mgmt

Sales & Advisory

Communication Skills

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to build and nurture relationships with high net worth clients, advising on financial strategies and portfolio growth.

You will identify needs, offer appropriate products, and deliver superior service while maintaining high integrity and professionalism.

This role emphasizes strong communication, cross-selling opportunities, and strategic thinking to contribute to revenue growth in a dynamic banking environment.