Wealth Advisor VP for High Net Worth Clients

UOB; Johor; On-site; MYR 120,000 - 180,000; Full time

Job summary

UOB in Malaysia is seeking an experienced wealth management professional to acquire and nurture relationships with high net-worth clients. You will deliver tailored financial advice, assess their investment needs, and grow the client portfolio with appropriate wealth products across the bank's offerings.

You will analyze client requirements, match with suitable products, cross-sell wealth solutions, and contribute to revenue targets while upholding the bank's standards of integrity and service

Qualifications

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

Responsibilities

• Acquire and nurture relationships with high networth clients.
• Manage key relationships and provide sound financial advice.
• Analyse clients' financial needs and match with bank product offerings.
• Proactively cross-sell banking products and services.
• Deliver wealth revenue performance, client growth and product penetration.
• Identify business opportunities aligned with overall strategy.

Skills

Relationship management

Communication skills

Interpersonal skills

Self-motivation

Job description

UOB in Malaysia is seeking an experienced wealth management professional to acquire and nurture relationships with high net-worth clients. You will deliver tailored financial advice, assess their investment needs, and grow the client portfolio with appropriate wealth products across the bank's offerings.

You will analyze client requirements, match with suitable products, cross-sell wealth solutions, and contribute to revenue targets while upholding the bank's standards of integrity and service