You will be responsible for managing and growing a portfolio of high-net-worth individual or corporate clients while providing comprehensive financial solutions
Job Summary
You will be responsible for managing and growing a portfolio of high-net-worth individual or corporate clients while providing comprehensive financial solutions.
The role requires proactively acquiring new clients and retaining existing ones through tailored financial proposals and exceptional service delivery.
UOB is an equal opportunity employer that values Honorable, Enterprising, United, and Committed principles across its global network.
Matching Summary
You will be responsible for managing and growing a portfolio of high-net-worth individual or corporate clients while providing comprehensive financial solutions.
Skills & Requirements
Must-have
Manage high-net-worth client portfolios
Provide banking product recommendations
Conduct financial analysis and risk assessment
Achieve agreed-upon sales targets
Ensure compliance with regulatory requirements
Nice-to-have
Strong interpersonal and communication skills
Ability to work independently in fast-paced environment
Proactive and results-oriented mindset
Commitment to service excellence
Collaborative team player
Key Requirements
Bachelor's degree in Business Administration, Finance, or Economics
Minimum 3-5 years of relationship management experience
Proficiency in English and Bahasa Malaysia
Relevant industry certifications (e.g., FIMM, PCE) are a plus