United Overseas Bank (Malaysia) Bhd is seeking an AVP/VP, Personal & Wealth Banking Team Head to lead a high-performing team of Relationship Managers and Personal Bankers in Damansara Uptown. You will craft strategies to grow market share in private banking while delivering holistic wealth management solutions and maintaining strict regulatory compliance.
The role requires 10+ years in banking, proven leadership, and strong risk management expertise, with English and Bahasa Malaysia proficiency.
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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2201 United Overseas Bank (Malaysia) Bhd is seeking a leader to manage a team of Client Advisors focused on delivering excellent services to high net worth clients. The selected candidate will ensure effective portfolio management and oversee group performance in alignment with established standards.
With at least 10 years of experience in relationship management, excellent leadership, and communication skills are paramount. Join UOB, an equal opportunity employer, and enhance your career in wealth management.
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Provide real-time human-assisted customer support via various channels including but not limited to voice, live chat, email, social media, L1 and L2 support, handle enquiries and resolve any issues while building and maintaining good relationship with the Bank customers in Malaysia.
Guide customers in using the Bank application and resolve issues according to Standard Operation Procedures (SOP), resolution solutioning and on-going process improvements.
Follow through and escalate to internal and/or external parties as necessary to resolve any issues from our customers.
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We are seeking a highly motivated Senior Consultant to support and drive transformation initiatives across the banking and financial services sector.
This role offers the opportunity to be involved in large-scale transformation programs, including core banking modernization, digital transformation, and strategic advisory projects, working closely with leading financial institutions in Malaysia and across ASEAN.
While initial assignments may include Core Banking system implementation (user-side Business Analyst role), this position is designed to evolve into a multi-dimensional consulting role, spanning business, technology, and strategy.
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Create test plan/ test strategy and test condition/ cases
Ability to review test cases specification to ensure all test scope fulfill business requirements
Perform all types of testing includes Functional Testing, Integration Testing, White Box Testing, Black Box Testing, Performance Testing and Stress Testing
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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