Wealth Management Client Advisor

2201 United Overseas Bank (Malaysia) Bhd; Johor; On-site; MYR 80,000 - 140,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a client-centric Wealth Management Advisor in Malaysia to engage with existing and prospective clients, understand financial objectives, and offer expert guidance on a broad range of banking products and wealth solutions.

The role focuses on developing personalized financial plans, cross-selling appropriate products, and maintaining compliant, high-quality client relationships across markets.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 2-3 years of experience in a client-facing role within banking or financial services, preferably wealth management or retail banking.
• Proven track record of achieving sales targets and building strong 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.

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 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 skills

Financial products knowledge

Market awareness

Interpersonal skills

Presentation skills

Bahasa Malaysia fluency

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Office Suite

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a client-centric Wealth Management Advisor in Malaysia to engage with existing and prospective clients, understand financial objectives, and offer expert guidance on a broad range of banking products and wealth solutions.

The role focuses on developing personalized financial plans, cross-selling appropriate products, and maintaining compliant, high-quality client relationships across markets.