HNW Relationship Manager – Wealth & Banking Solutions

United Overseas Bank Limited

Klang City

On-site

MYR 60,000 - 120,000

Full time

14 days+
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Job summary

The United Overseas Bank (Malaysia) Bhd is hiring a Relationship Manager to build and maintain a portfolio of High Net Worth and corporate clients, delivering tailored banking solutions. You will identify new clients, manage risk, collaborate with product specialists, and achieve sales targets while ensuring compliance with banking regulations.

The role requires a Bachelor's degree in Business Administration, Finance, Economics, 1–2 years of experience, excellent communication, and professional

Qualifications

  • Bachelor's degree in Business Administration, Finance, Economics or related field.
  • Minimum 1–2 years of relationship management experience in banking/financial services.
  • Proven track record of achieving sales targets and building client relationships.
  • Strong understanding of banking products and services including investments, loans, wealth management.

Responsibilities

  • Proactively identify, acquire, and onboard new HNW or corporate clients to build a robust pipeline.
  • Manage and grow an existing portfolio with high client satisfaction and retention.
  • Conduct financial needs analysis and provide tailored advice across deposits, investments, loans, and wealth management.
  • Collaborate with product specialists, credit analysts, and other stakeholders to deliver integrated solutions.
  • Monitor market trends, regulatory changes, and risks to protect clients and the bank.
  • Prepare and present financial proposals, conduct client reviews, and manage expectations.

Skills

Relationship management
Sales targets achievement
Communication skills
Financial analysis

Education

Bachelor's degree in Business Administration, Finance, Economics

Job description

The United Overseas Bank (Malaysia) Bhd is hiring a Relationship Manager to build and maintain a portfolio of High Net Worth and corporate clients, delivering tailored banking solutions. You will identify new clients, manage risk, collaborate with product specialists, and achieve sales targets while ensuring compliance with banking regulations.

The role requires a Bachelor's degree in Business Administration, Finance, Economics, 1–2 years of experience, excellent communication, and professional

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