Elite Wealth Relationship Manager

uobgroup; Petaling Jaya; On-site; MYR 120,000 - 240,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and manage a portfolio of high-net-worth clients, delivering tailored wealth management solutions and exceptional service in Malaysia.

You will build and maintain deep client relationships, conduct needs analyses, and collaborate with product specialists to deliver integrated wealth solutions while ensuring regulatory compliance and achieving sales targets.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• CFP or CFA certification is desirable.
• 5+ years wealth management/private banking experience.

Responsibilities

• Proactively identify and acquire new high-net-worth clients, building a strong client base.
• Develop and maintain deep, long-term relationships with existing clients.
• Conduct financial needs analyses and tailor wealth strategies (investment, insurance, legacy).
• Advise on wealth products including investments and insurance, ensuring suitability.
• Monitor portfolios with reviews and market updates; adjust as needed.
• Collaborate with internal product specialists to deliver integrated wealth solutions.
• Ensure compliance with regulations and internal policies.
• Meet sales targets and revenue objectives.

Skills

Wealth management

Relationship building

Communication

Presentation skills

Education

Bachelor's degree in Finance/Business/Economics

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and manage a portfolio of high-net-worth clients, delivering tailored wealth management solutions and exceptional service in Malaysia.

You will build and maintain deep client relationships, conduct needs analyses, and collaborate with product specialists to deliver integrated wealth solutions while ensuring regulatory compliance and achieving sales targets.