Wealth Advisor & Portfolio Strategist

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

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a client-facing banking professional to advise existing and prospective clients on financial objectives and investment horizons, delivering expert guidance on deposits, loans, investments, insurance and wealth management solutions.

You will develop personalized financial plans, identify cross-sell opportunities, and conduct regular portfolio reviews while ensuring compliance and high client satisfaction.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field required or preferred.
• Minimum of 2–3 years in a client-facing role within banking or financial services, wealth management or retail banking.
• Certifications such as PCE, FIMM or Takaful are advantageous.
• 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

Client facing

Sales targets

Communication

Microsoft Office

English

Bahasa Malaysia

Education

Bachelor's degree in Finance, Business Administration, Economics, or a related field

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a client-facing banking professional to advise existing and prospective clients on financial objectives and investment horizons, delivering expert guidance on deposits, loans, investments, insurance and wealth management solutions.

You will develop personalized financial plans, identify cross-sell opportunities, and conduct regular portfolio reviews while ensuring compliance and high client satisfaction.