Wealth Advisor for High-Net-Worth Clients

2201 United Overseas Bank (Malaysia) Bhd

Malaysia

On-site

MYR 60,000 - 90,000

Full time

4 days ago

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Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture high net worth clients, strengthening relationships and driving revenue. You will analyze client needs and align bank products to grow investments, while actively cross-selling additional services to meet strategic targets.

The role requires integrity, strong communication, and a proactive, results-driven mindset in a dynamic financial services environment in Malaysia.

Qualifications

Experience in the Financial Services industry, servicing high networth 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 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.