Wealth Advisory & Client Growth Specialist

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

Job summary

United Overseas Bank Malaysia Bhd in Malaysia seeks an experienced client-facing banker to understand clients' financial objectives and provide expert advice on deposits, loans, investments, insurance, and wealth solutions. You will develop personalized financial plans that align with evolving needs and actively identify cross-sell opportunities.

The role requires a track record of meeting sales targets, strong product knowledge, and excellent communication in English and Bahasa Malaysia, with a

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 2-3 years of client-facing experience in banking or financial services, preferably wealth management or retail banking.
• Proven track record of achieving sales targets and building client relationships.
• Strong understanding of financial products, investment instruments, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze complex financial information and provide clear, concise advice.
• Customer-centric mindset with a strong commitment to service excellence.
• Relevant industry certifications (PCE, FIMM, Takaful) are advantageous.
• Proficiency in MS Office.
• Fluency in English and Bahasa Malaysia; 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 aligned with clients' evolving needs.
• Identify opportunities to cross-sell and up-sell suitable products and services to grow the 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 and regulatory requirements.
• Resolve client inquiries and complaints efficiently, 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 engagement

Sales orientation

Communication

Financial product knowledge

Multilingual (English/Bahasa Malaysia)

MS Office proficiency

Education

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

PCE certification

FIMM certification

Takaful certification

Tools

Microsoft Office

CRM systems

Job description

United Overseas Bank Malaysia Bhd in Malaysia seeks an experienced client-facing banker to understand clients' financial objectives and provide expert advice on deposits, loans, investments, insurance, and wealth solutions. You will develop personalized financial plans that align with evolving needs and actively identify cross-sell opportunities.

The role requires a track record of meeting sales targets, strong product knowledge, and excellent communication in English and Bahasa Malaysia, with a