MGR, Relationship Manager - Wealth Banking (Jalan Ampang)

United Overseas Bank; Ampang Jaya; On-site; MYR 60,000 - 100,000; Full time

Job summary

The Relationship Manager at United Overseas Bank Malaysia Bhd will build and maintain strong relationships with HNW and corporate clients, understanding their financial needs and delivering tailored banking solutions across deposits, loans, investments, and wealth management. You will work closely with product specialists and credit analysts to meet client goals.

The role requires 1–2 years in relationship management, a degree in business/finance, strong communication skills, and a proven track

Qualifications

• 1–2 years in relationship management within banking/financial services.
• Proven track record of achieving sales targets and building client relationships.
• Strong understanding of banking products and wealth management.
• Certifications (e.g., FIMM/SC licences) are an added advantage.

Responsibilities

• Proactively identify and onboard new HNW or corporate clients.
• Manage and grow a portfolio of HNW or corporate clients.
• Conduct financial needs analyses and provide wealth management solutions.
• Collaborate with product specialists and credit analysts to deliver integrated solutions.
• Monitor market trends and regulatory changes to mitigate risk.
• Prepare financial proposals and conduct periodic client reviews.

Skills

Client relationship

Sales targets

Financial analysis

Banking products

Communication skills

Multilingual

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM systems

MS Excel

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years.

Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Position: Relationship Manager

Company: United Overseas Bank (Malaysia) Bhd

Job Summary

The Relationship Manager is responsible for building and maintaining strong, long-term relationships with a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to achieve their financial goals.

Job 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 key performance indicators (KPIs).
• Maintain accurate client records and documentation in the bank’s systems.

Job Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 1-2 years of experience in relationship management within the banking or financial services industry, 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 and SC licences) will be an added advantage.
• Proficiency in English, Mandarin, and Bahasa Malaysia.

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.

All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.