Wealth Relationship Advisor – High Net Worth

uobgroup; Petaling Jaya; On-site; MYR 180,000 - 360,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, delivering tailored financial advice and growing revenue through portfolio expansion. This role focuses on providing investment guidance and aligning solutions with clients' financial goals, within a leading ASEAN bank.

You will proactively cross-sell banking products, manage key relationships, and identify opportunities in line with UOB's client-centric

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• High degree of integrity and professionalism, and strong CRM skills.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self motivated.

Responsibilities

• Acquire and nurture relationships with a group of high net worth customers with the objective of strengthening customer relationship and generating revenue
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
• Analyses and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
• Proactively cross-sell other banking products and services
• Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
• Proactively identify business opportunities to drive performance in line with overall business strategy

Skills

Relationship management

Communication skills

Self-motivation

Integrity

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, delivering tailored financial advice and growing revenue through portfolio expansion. This role focuses on providing investment guidance and aligning solutions with clients' financial goals, within a leading ASEAN bank.

You will proactively cross-sell banking products, manage key relationships, and identify opportunities in line with UOB's client-centric