Mgr, Business Wealth Development Manager (jalan Imbi)
UOB United Overseas Bank Limited
Kuala Lumpur, Malaysia
Not specified; not specified; not specified
High-net-worth client acquisition
Financial needs analysis
Investment and insurance solutions
The role involves developing and managing a portfolio of high-net-worth individuals and business clients to drive business growth
Job Summary
The role involves developing and managing a portfolio of high-net-worth individuals and business clients to drive business growth.
Candidates must conduct thorough financial needs analysis and develop tailored wealth management strategies including investment, insurance, and legacy planning.
The position requires achieving individual and team sales targets while ensuring all interactions adhere to regulatory guidelines and ethical standards.
Matching Summary
The role involves developing and managing a portfolio of high-net-worth individuals and business clients to drive business growth.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
High-net-worth client acquisition
Financial needs analysis
Investment and insurance solutions
Regulatory compliance adherence
Sales target achievement
Nice-to-have
Strong networking abilities
Mandarin language fluency
UOB product knowledge
Client event participation
Holistic financial solution delivery
Key Requirements
Bachelor's degree in Finance or related field
Minimum 5 years wealth management experience
Proficiency in English and Bahasa Malaysia
Deep understanding of Malaysian financial markets
Relevant professional certifications (CFP, CFA) preferred