Wealth Advisor - Privilege Banking

uobgroup; West Coast Division; On-site; MYR 90,000 - 150,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a wealth management professional to engage high net worth clients, deepen relationships, and drive revenue growth in Malaysia. Your role involves advising on investments, matching client needs with bank products, and cross-selling services.

The ideal candidate has solid experience in financial services, strong integrity, and excellent communication to deliver exceptional client experiences and identify growth opportunities aligned with the

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• Strong customer relationship management skills and integrity.
• Excellent communication and interpersonal abilities.

Responsibilities

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

Skills

High net worth client experience

Relationship management

Communication skills

Self-motivated

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a wealth management professional to engage high net worth clients, deepen relationships, and drive revenue growth in Malaysia. Your role involves advising on investments, matching client needs with bank products, and cross-selling services.

The ideal candidate has solid experience in financial services, strong integrity, and excellent communication to deliver exceptional client experiences and identify growth opportunities aligned with the