Private Wealth Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; Petaling Jaya; On-site; MYR 120,000 - 210,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd (UOB) is seeking a Wealth Relationship Manager to acquire, manage, and grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and exceptional service.

The role requires building deep client relationships, conducting needs analysis, and collaborating with investment, treasury and insurance specialists to provide integrated solutions while meeting regulatory and compliance standards.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• CFP/CFA or equivalent certifications highly desirable.
• Minimum of 5 years in wealth management or private banking with high-net-worth clients.

Responsibilities

• Acquire and manage high-net-worth client portfolios and relationships.
• Understand client goals, risk appetite, and investment objectives.
• Provide comprehensive wealth planning including investments, insurance, and legacy planning.

Skills

Client acquisition

Relationship management

Financial analysis

Communication skills

Education

Bachelor's degree in Finance/Business Administration/Economics

CFP/CFA desirable

Job description

United Overseas Bank (Malaysia) Bhd (UOB) is seeking a Wealth Relationship Manager to acquire, manage, and grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and exceptional service.

The role requires building deep client relationships, conducting needs analysis, and collaborating with investment, treasury and insurance specialists to provide integrated solutions while meeting regulatory and compliance standards.