As a UOB Privilege Banking client, you can rest assured knowing that your money is in the hands of an experienced team of Client Advisors and Product Specialists. Committed to building a long-term relationship with you, they'll be continuously engaging you to address your evolving needs.
Client Advisory Team
At UOB Privilege Banking, you get a Client Advisor who is trained in the unique UOB way to look after clients, ensuring that there is a consistent and personalised approach in managing your wealth.
Having gone through a customised UOB-Nottingham programme, our Client Advisors are equipped with in-depth wealth management knowledge to answer to all your needs.
This structured certification has been customised for UOB Malaysia and taught by the Nottingham University.
Supporting the Client Advisors is a team of dedicated Product Specialists, experienced in their respective fields. You will be able to access their services for an in-depth analysis and solution based on your unique financial needs and risk profile.
Investment Consultants and Treasury Specialists for investment products such as bonds, currencies and unit trusts
Insurance Specialists for insurance advice to help ensure that your retirement years and loved ones are protected, giving you peace of mind to lead the privileged life
Property Specialists for property outlook and optimal loan solutions that suit your business and personal needs
UOB Wealth Planning Approach
To maximise your portfolio returns and financial investments, allow us to partner with you in the 'Client Engagement Journey'. From short-term to long-term investments, insurance or loans, we will help you put together a customised portfolio that meets your financial needs and risk appetite.
To help you keep abreast of the latest market trends, we have created Privilege Insights and Privilege Conversations.
Privilege Insights is an insider view of the financial world packed with the latest tips and strategies from our analysts, so you may quickly and easily capitalise on growing market opportunities.
Privilege Conversations is a series of special dialogue sessions as well as events and seminars where market experts share their view points and keep you informed of the latest market trends.
Both Privilege Insights and Privilege Conversations are part of our constant effort to engage you and keep our relationship alive.