MGR - VP, Client Advisor

1 week ago


Bukit Mertajam, Penang, Malaysia UOB Full time

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

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
  • Analyse 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, and strong customer relationship management skill
  • Strong communication and interpersonal skills
  • Dynamic, result driven and self motivated

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference


  • Sales Advisor

    1 week ago


    Bukit Mertajam, Penang, Malaysia Jm Motor Venture Sdn Bhd Full time

    Role DescriptionAs a Sales Advisor at JM Motor Venture Sdn Bhd, you will engage with customers to understand their needs and provide appropriate solutions. You'll handle sales inquiries, demonstrate product features, and close deals to achieve sales targets. Additionally, you will provide exceptional customer service, follow up with clients, and maintain...

  • Accounts Associate

    2 days ago


    Bukit Mertajam, Penang, Malaysia Book&Entries Sdn Bhd Full time

    Manage a portfolio of accounting clientsPrepare and maintain full set of accounts for Singapore SME clientsPrepare month-end schedules and pass adjusting entriesAnalyze lain variances to clientsPrepare GST returnsPrepare monthly reporting packages for SME clientsOperate accounting, tax and HR softwares such as Xero, Singtax, HREasily, etcLiaise with clients,...


  • Kampung Bukit Minyak, Penang, Malaysia FLEXTRONICS TECHNOLOGY (PENANG) SDN BHD Full time

    To support our extraordinary teams who build great products and contribute to our growth, we're looking to add a/an Senior Test and Debug Manager located in Bukit Minyak, Penang.Responsible for managing the evaluation, recommendation, and implementation of testing procedures, strategies, systems, components, and modifications. Acts as an advisor to test...


  • Bukit Bintang, Malaysia Quess Full time

    Kindly drop your resume to **MS JEA 012 235 9971 (Whatssap) **for faster respond **IMMEDIATE HIRING** **BUKIT BINTANG** Client Advisor Jalan Sultan Ismail Kuala Lumpur Bukit Bintang Basic Salary can up to RM3000 PREFER CANDIDATE WHO CAN JOIN ASAP JOBSCOPE - Maintain and grow the clientele base by active engagement and excellent client service by...

  • Financial Advisor

    1 week ago


    Bukit Jalil, Malaysia EPS Ventures Sdn Bhd Full time

    Key Responsibilities: - Engaging SME clients to introduce financing solutions - Managing client relationships and appointment setting - Required to travel and meet clients in person within Klang valley Pay: RM2,500.00 - RM3,500.00 per month **Benefits**: - Cell phone reimbursement - Dental insurance - Flexible schedule - Free parking Schedule: - Monday...

  • Accounts Associate

    1 week ago


    Bukit Mertajam, Malaysia Book&Entries Sdn Bhd Full time

    1. Manage a portfolio of accounting clients 2. Prepare and maintain full set of accounts for Singapore SME clients 3. Prepare month-end schedules and pass adjusting entries 4. Analyze lain variances to clients 5. Prepare GST returns 6. Prepare monthly reporting packages for SME clients 7. Operate accounting, tax and HR softwares such as Xero, Singtax,...

  • Account Executive

    1 week ago


    Bukit Mertajam, Malaysia CARIJOB GROUP Full time

    This is not the typical accounting role where you get buried in endless paperwork. Here, we have systems, processes, and a platform for your continuous growth. **Responsibilities**: - Handle clients’ accounts and financial reports - Assist in preparing financial documents and related submissions - Work with the team to complete periodic accounting...

  • Sales Advisor

    2 days ago


    Bukit Mertajam, Malaysia TCTS Full time

    **Job Purpose**: The main purpose of this job is responsible for actively promoting products through road shows and various sales activities. Building and nurturing strong relationships with customers and corporate organizations, exploring new markets, and addressing customer inquiries and complaints efficiently are paramount to the...


  • Bukit Jalil, Malaysia Talreso Consultancy and Advisory Sdn Bhd Full time

    _**Looking for a career in the Banking Industry? Our Client is an International Bank looking to hire customer service advisors to support their global operations.**_ - Provide exceptional telephone customer service in a timely manner whilst maintaining healthy relations with clients. - Play a supporting role in educating our customers around products and...

  • Client Advisor

    4 days ago


    Bukit Bintang, Malaysia JOBBUILDER Full time

    Introduce the brand and engage clients with the brand by providing exceptional client experience - Meet clients' expectations and support clients in discovering their personal looks - Be the product expert with extensive knowledge of the merchandises, designs, constructions and the craftsmanship - Together as a team, drive and achieve results - Provide...


  • Bukit Jalil, Malaysia Jobs Xpert Brilliant Sdn Bhd Full time

    Jobs Xpert Brilliant Sdn Bhd is a Recruitment Firm. We assist our clients with all the talent search processes. Our client is an International well-known beauty skincare retail company in Malaysia. Due to their recent newly launched organic Brand in the market, they are currently seeking qualified enthusiastic individuals with an attitude to delivery and a...

  • Travel Advisor

    2 weeks ago


    Bukit Damansara, Kuala Lumpur, Malaysia Holiday Tours & Travel Sdn Bhd Full time 60,000 - 120,000 per year

    We are seeking a highly experienced and motivated individual to join our team as a Travel Advisor / Sr. Travel Advisor – LUXE. In this role, you will be a key member of the Luxe team, delivering exceptional service to our high-value clients and supporting the overall growth of the luxury travel segment.You will be responsible for creating bespoke travel...


  • Bukit Jalil, Kuala Lumpur, Malaysia SmartHire by SEEK Full time

    Our client Aprove Ventures Sdn Bhd is seeking a Financial Advisor to join their teamEmbark on a rewarding career path by becoming a pivotal player in the growth of SMEs. Dive into a role that melds client engagement with financial strategy, offering a chance to make a tangible impact on business success.About Our ClientAprove Ventures Sdn Bhd in managing SME...