HNW Wealth Relationship Manager

United Overseas Bank Limited; Klang City; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain long-term relationships with a portfolio of clients, understanding their financial needs, and delivering tailored banking solutions across deposits, investments, loans and wealth management.

The role calls for identifying new clients, managing a growing portfolio, and ensuring high client satisfaction while meeting regulatory and internal policy standards.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 1-2 years of experience in relationship management within banking or financial services, preferably with exposure to HNW or corporate clients.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products and services, including investments, loans, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze financial data, interpret market trends, and provide sound financial advice.
• Self-motivated, results-oriented, and able to work independently as well as part of a team.
• Relevant professional certifications (e.g., FIMM, SC licenses) will be an added advantage.
• Proficiency in English, Mandarin, Bahasa Malaysia

Responsibilities

• Proactively identify, acquire, and onboard new High Net Worth (HNW) or corporate clients, developing a robust client pipeline through networking, referrals, and strategic outreach.
• Manage and grow an existing portfolio of HNW or corporate clients, ensuring high levels of client satisfaction and retention.
• Conduct in-depth financial needs analysis and provide comprehensive financial advice and solutions across a range of products including deposits, investments, loans, and wealth management services.
• Collaborate with product specialists, credit analysts, and other internal stakeholders to deliver integrated and holistic banking solutions to clients.
• Monitor market trends, economic conditions, and regulatory changes to identify opportunities and mitigate risks for clients.
• Prepare and present financial proposals, conduct regular client reviews, and manage client expectations effectively.
• Ensure full compliance with all internal policies, banking regulations, and ethical standards.
• Achieve individual and team sales targets and KPIs.
• Maintain accurate client records and documentation in the bank's systems.

Skills

Client relationship management

Communication skills

Interpersonal skills

Presentation skills

Independent worker

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain long-term relationships with a portfolio of clients, understanding their financial needs, and delivering tailored banking solutions across deposits, investments, loans and wealth management.

The role calls for identifying new clients, managing a growing portfolio, and ensuring high client satisfaction while meeting regulatory and internal policy standards.