MGR, Wealth Relationship Manager (Bangsar)

UOB; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

The Wealth Relationship Manager at 2201 United Overseas Bank (Malaysia) Bhd will acquire, deepen, and retain high-net-worth clients, delivering comprehensive financial advice across wealth management products and services.

You will conduct needs analyses, propose tailored solutions, monitor portfolios, and ensure regulatory compliance while striving to achieve sales targets and ethical standards.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry.
• Proven track record of acquiring and managing high-net-worth client relationships.
• Strong understanding of investment products, insurance solutions, and financial planning principles.
• Possession of relevant industry certifications (e.g., FIMM, PCE, CMFAS Module 6A, 6, 6B) is highly preferred.
• Excellent interpersonal, communication, and presentation skills.
• Proficiency in English and Bahasa Malaysia; ability to communicate in other languages (e.g., Mandarin) is an advantage.

Responsibilities

• Identify, develop, and manage a portfolio of high-net-worth clients, establishing strong and trusted relationships.
• Conduct thorough financial needs analyses for clients, understanding their investment objectives, risk tolerance, and long-term financial goals.
• Propose and implement tailored wealth management solutions, including investment products (e.g., unit trusts, structured products, equities), insurance, treasury products, and lending solutions.
• Monitor client portfolios regularly, providing performance reviews and recommending adjustments as market conditions or client circumstances change.
• Proactively engage with clients to cross-sell and upsell a full range of UOB products and services, maximizing client wallet share.
• Ensure full compliance with all internal policies, regulatory requirements (e.g., AML/CFT, KYC), and ethical standards.
• Collaborate with product specialists, legal, and compliance teams to deliver holistic solutions and ensure a seamless client experience.
• Stay abreast of market trends, economic developments, and competitor offerings to provide informed advice.
• Achieve individual sales targets and contribute to the overall team’s performance.

Skills

High-net-worth client relationships

Investment products knowledge

Regulatory compliance (AML/KYC)

Communication and presentation

Education

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

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

Job Summary

The Wealth Relationship Manager is responsible for acquiring, deepening, and retaining high-net-worth individual clients for United Overseas Bank (Malaysia) Bhd, providing comprehensive financial advice and solutions across a range of wealth management products and services.

Job Responsibilities

• Identify, develop, and manage a portfolio of high-net-worth clients, establishing strong and trusted relationships.
• Conduct thorough financial needs analyses for clients, understanding their investment objectives, risk tolerance, and long-term financial goals.
• Propose and implement tailored wealth management solutions, including investment products (e.g., unit trusts, structured products, equities), insurance, treasury products, and lending solutions.
• Monitor client portfolios regularly, providing performance reviews and recommending adjustments as market conditions or client circumstances change.
• Proactively engage with clients to cross-sell and upsell a full range of UOB products and services, maximizing client wallet share.
• Ensure full compliance with all internal policies, regulatory requirements (e.g., AML/CFT, KYC), and ethical standards.
• Collaborate with product specialists, legal, and compliance teams to deliver holistic solutions and ensure a seamless client experience.
• Stay abreast of market trends, economic developments, and competitor offerings to provide informed advice.
• Achieve individual sales targets and contribute to the overall team’s performance.

Job Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry.
• Proven track record of acquiring and managing high-net-worth client relationships.
• Strong understanding of investment products, insurance solutions, and financial planning principles.
• Possession of relevant industry certifications (e.g., FIMM, PCE, CMFAS Module 6A, 6, 6B) is highly preferred.
• Excellent interpersonal, communication, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and commitment to ethical conduct.
• Proficiency in English and Bahasa Malaysia; ability to communicate in other languages (e.g., Mandarin) is an advantage.

Additional Requirements

Be a Part of the UOB Family

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.