Wealth Relationship Advisor - High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Batu Pahat; On-site; MYR 120,000 - 240,000; Full time

Job summary

UOB United Overseas Bank Limited is seeking a wealth management professional to acquire and nurture relationships with a group of high net worth customers, strengthening client relationships and generating revenue.

You will analyse clients' financial requirements and match them with the bank's product offerings to grow mutually beneficial investment opportunities, proactively cross-selling other banking products and delivering strong wealth revenue and client experience in line with the bank's

Qualifications

• Experience in the Financial Services industry, servicing high net worth clientele.
• A high degree of integrity and professionalism, and strong customer relationship management skill
• 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

Interpersonal skills

Integrity and professionalism

Self motivated

Education

Bachelor - Accountancy & Business

Job description

UOB United Overseas Bank Limited is seeking a wealth management professional to acquire and nurture relationships with a group of high net worth customers, strengthening client relationships and generating revenue.

You will analyse clients' financial requirements and match them with the bank's product offerings to grow mutually beneficial investment opportunities, proactively cross-selling other banking products and delivering strong wealth revenue and client experience in line with the bank's