UOB
Financial Services
MGR,BusinessWealthDevelopmentManager
“MGR, Business Wealth Development Manager at UOB. Skills: Wealth management, Client relationship management, Sales. Developing and managing a portfolio of high-net-worth individuals and business clients. Providing comprehensive wealth management solutions”
What You'll Achieve.
Drive business growth; Client satisfaction; Achieve individual and team sales targets; Business growth objectives
Industry & Context.
Analytical and problem-solving abilities to assess client needs and develop appropriate financial solutions.
What They're Looking For.
Must Have
Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, preferably with a focus on business clients., Proven track record of success in acquiring and managing high-net-worth client relationships and achieving sales targets., Deep understanding of a wide range of investment products, insurance solutions, and wealth planning strategies., Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients., Analytical and problem-solving abilities to assess client needs and develop appropriate financial solutions., In-depth knowledge of financial markets, economic principles, and regulatory requirements in Malaysia., Self-motivated, results-oriented, and able to work independently as well as part of a team., Proficiency in English and Bahasa Malaysia is essential.
Nice to Have
A Master's degree or relevant professional certifications (e. g. , CFP, CFA) is a advantage., Fluency in other languages (e. g. , Mandarin) is an added advantage., Good understanding of UOB products and services is preferred.
What You'll Do.
Developing and managing a portfolio of high-net-worth individuals and business clients
Providing comprehensive wealth management solutions
long-term relationships to drive business growth and client satisfaction
and onboard new high-net-worth individual and business clients for wealth management services
Proactively manage and deepen relationships with existing clients
understanding their financial goals and risk appetites
Conduct thorough financial needs analysis and develop tailored wealth management strategies
and legacy planning solutions
Present and articulate complex financial products and services clearly and effectively to clients
Monitor market trends
and regulatory changes to provide informed advice and adapt client strategies
Ensure all client interactions and transactions adhere to regulatory guidelines
and ethical standards
Achieve individual and team sales targets and business growth objectives
Prepare and present regular performance reports and client reviews
Participate in client events and networking activities to enhance brand visibility and generate leads
How You'll Work.
Team & Collaboration
Collaborate with internal product specialists, investment advisors, and other banking departments to deliver holistic financial solutions.
Communication Scope
Excellent communication; Interpersonal skills; Presentation skills
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