Client Advisor

UOB(28 days ago)

Kepong, MalaysiaOnsiteFull TimeMedior$64,952 - $88,010 (estimated)Wealth Management

About this role

The Privilege Banking Client Advisor at UOB manages and grows relationships with affluent clients by delivering tailored wealth planning and advisory services. The role focuses on understanding clients' financial goals and providing solutions across investments, insurance, deposits, lending, and legacy planning. It emphasizes delivering a high-touch client experience consistent with UOB’s service and regulatory standards.

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Required Skills

Client Acquisition
Relationship Management
Wealth Advisory
Portfolio Review
Product Knowledge
Cross Selling
Regulatory Compliance
KYC
AML
Communication

+1 more

Qualifications

Bachelor's Degree in Finance or Related Field
PCE/CEILI
TBE
CFP
RFP

About UOB

uobgroup.com

UOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.

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