Private Banking Relationship Manager

CFA Institute; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Officer-PV to nurture high-value client relationships within Private Banking, delivering tailored financial solutions and driving growth.

You will manage a portfolio of high-net-worth clients, execute wealth management strategies, and collaborate with product specialists while ensuring regulatory compliance and accurate client records. Fluency in English and Bahasa Malaysia is required.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field; Master’s or CFA/CFP desirable.
• Proven track record of managing high-net-worth client relationships and hitting sales targets.
• Excellent communication, negotiation, and interpersonal skills.

Responsibilities

• Build and nurture relationships with high-net-worth clients in Private Banking.
• Develop wealth management strategies, including investments, financing, and succession planning.
• Acquire new Private Banking clients through referrals and networking.
• Advise on deposits, loans, investments, insurance, and foreign exchange.
• Monitor market trends and provide timely insights to clients.
• Collaborate with product specialists to deliver holistic solutions.
• Ensure compliance with internal policies and regulatory requirements.
• Maintain accurate client records and portfolio reporting.
• Represent the bank at client events to enhance brand visibility.

Skills

Relationship management

Sales targets

Communication

Negotiation

Client advisory

Team collaboration

Analytical thinking

Languages: English/Bahasa Malaysia

Education

Bachelor's degree in Finance, Business, or related field

Master's degree or CFA/CFP desirable

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Officer-PV to nurture high-value client relationships within Private Banking, delivering tailored financial solutions and driving growth.

You will manage a portfolio of high-net-worth clients, execute wealth management strategies, and collaborate with product specialists while ensuring regulatory compliance and accurate client records. Fluency in English and Bahasa Malaysia is required.