Private Wealth Relationship Manager

UOB; Petaling Jaya; On-site; MYR 120,000 - 200,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and grow a high-net-worth client portfolio. You will deliver tailored wealth management solutions, educate clients on investments, and partner with product specialists to meet client objectives.

You will proactively manage client needs, conduct financial analyses, and maintain regulatory compliance while achieving sales targets and contributing to business growth.

Qualifications

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

Responsibilities

• Identify and acquire new high-net-worth clients to grow a strong client base.
• Develop deep, long-term relationships; understand goals, risk appetite and investment objectives.
• Conduct comprehensive financial needs analysis and tailor wealth management strategies.
• Advise on investment, insurance, and legacy planning products offered by UOB Malaysia.
• Monitor portfolios; provide performance reviews and market updates; adjust as needed.
• Collaborate with internal specialists to deliver integrated wealth solutions.
• Ensure compliance with regulatory requirements and internal policies.
• Participate in client events and seminars to expand relationships and referrals.

Skills

Communication

Interpersonal skills

Presentation skills

English

Bahasa Malaysia

Mandarin (advantage)

Education

Bachelor's degree in Finance/Business/Economics

CFP

CFA

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and grow a high-net-worth client portfolio. You will deliver tailored wealth management solutions, educate clients on investments, and partner with product specialists to meet client objectives.

You will proactively manage client needs, conduct financial analyses, and maintain regulatory compliance while achieving sales targets and contributing to business growth.