Full-time

Client Advisor

Posted by UOB • Malaysia, Malaysia, Malaysia

📍 Malaysia, Malaysia 🕒 March 02, 2026

About the Role

Job Description
• 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 Job Requirements
• Experience in the Financial Services industry, servicing high net worth clientele
• A high degree of integrity and professionalism, ...

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