Wealth Advisor, Privilege Banking

UOB; Petaling Jaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank Malaysia is seeking a wealth relationship professional to acquire and nurture relationships with a group of high net worth customers, aiming to strengthen client relationships and revenue. You will analyse customers’ financial requirements, align them with UOB products, deliver cross-sell opportunities, and drive strong wealth revenue, client growth, and strategic portfolio expansion.

Be part of the UOB family with a culture that emphasises integrity, professionalism, and a

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism, and strong customer relationship management skill.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire and nurture relationships with high net worth customers.
• Manage key relationships and provide sound financial advice.
• Analyse and match clients' requirements with bank products to grow opportunities.
• Cross-sell other banking products and services.
• Deliver strong wealth revenue performance, client growth and product penetration.
• Identify business opportunities to drive performance in line with strategy.

Skills

Relationship management

Financial advisory

Communication

Interpersonal skills

Integrity

Self-motivated

Executive presence

Job description

United Overseas Bank Malaysia is seeking a wealth relationship professional to acquire and nurture relationships with a group of high net worth customers, aiming to strengthen client relationships and revenue. You will analyse customers’ financial requirements, align them with UOB products, deliver cross-sell opportunities, and drive strong wealth revenue, client growth, and strategic portfolio expansion.

Be part of the UOB family with a culture that emphasises integrity, professionalism, and a