MGR, Wealth Relationships Manager, Emerging Enterprise

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

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced Wealth Management Advisor to build and nurture relationships with high-net-worth clients, understanding their goals and risk appetites while delivering tailored investment and lending solutions.

You will identify new clients, conduct needs analyses, monitor portfolios, and stay compliant with regulatory requirements, collaborating with product teams to offer integrated wealth-management services.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• CFP or CFA certifications are advantageous.
• Minimum of 5 years of experience in wealth management/private banking or similar role.

Responsibilities

• Cultivate and maintain strong relationships with high-net-worth clients and understand their financial goals.
• Proactively identify and acquire new high-net-worth clients.
• Conduct financial needs analysis and develop tailored wealth management strategies.
• Present and articulate complex financial products clearly to clients.
• Monitor client portfolios and recommend adjustments aligned with market conditions.

Skills

Client relationship management

Financial needs analysis

Portfolio monitoring

Regulatory compliance

Education

Bachelor’s degree in Finance/related field

CFP/CFA certification advantageous

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

• Cultivate and maintain strong, long-term relationships with existing high-net-worth clients, understanding their financial goals, risk appetites, and investment objectives.
• Proactively identify and acquire new high-net-worth clients through networking, referrals, and strategic business development activities.
• Conduct thorough financial needs analysis and develop tailored wealth management strategies, including investment, insurance, legacy planning, and lending solutions.
• Present and articulate complex financial products and services clearly and effectively to clients.
• Monitor client portfolios regularly, review performance, and recommend necessary adjustments in line with market conditions and client objectives.
• Stay updated on market trends, economic outlooks, and regulatory changes to provide informed advice.
• Collaborate with product specialists and other internal stakeholders to deliver comprehensive and integrated solutions to clients.
• Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements.
• Achieve assigned sales targets and contribute to the overall growth of the wealth management business.

Job Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Professional certifications such as CFP, CFA, or similar are highly advantageous.
• Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role with high-net-worth individuals.
• Proven track record of success in acquiring and managing a portfolio of high-net-worth clients.
• In-depth knowledge of various investment products, financial planning principles, and wealth management strategies.
• Strong understanding of financial markets, economic indicators, and regulatory frameworks.
• Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with discerning clients.
• Highly driven, results-oriented, and possess a strong ethical compass.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in English and Bahasa Malaysia is essential. Fluency in other languages, particularly Mandarin, would be an added advantage.

Additional Requirements

English, University-Bachelor - Finance

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.