Regional Wealth Relationship Lead — Trusted Advisor

2201 United Overseas Bank (Malaysia) Bhd; Alor Setar; On-site; MYR 100,000 - 180,000; Full time

Benefits offered by this job

Be a Part of the UOB Family

Equal Opportunity Employer

Job summary

United Overseas Bank Limited (UOB) in Malaysia is seeking a Regional Portfolio Manager to oversee China portfolios, evaluate loan applications, conduct credit reviews and cross-sell a wide range of banking products. You will build relationships with clients, monitor facility utilization and profitability, and ensure compliance with KYC/CDD and local regulations.

The role emphasizes fast, high-quality execution, cross-border structuring experience, and strong networking to maintain existing and

Qualifications

• Responsible for managing regional/ China portfolios including evaluating their loan applications, conducting credit reviews, marketing and cross-selling a wide range of banking products and services.
• Build rapport and develop meaningful networking to maintain account relationships with both existing and prospective clients.
• Ensure accuracy on customer due diligence and Know Your Customer procedures (CDD/KYC).

Responsibilities

• Oversee regional/China portfolios and assess credit risk and profitability.
• Cross-sell banking products and services to clients to grow the portfolio.
• Maintain strong client relationships and ensure regulatory compliance (CDD/KYC).

Skills

Relationship management

Credit evaluation

Cross-selling

Networking

KYC/CDD

Job description

United Overseas Bank Limited (UOB) in Malaysia is seeking a Regional Portfolio Manager to oversee China portfolios, evaluate loan applications, conduct credit reviews and cross-sell a wide range of banking products. You will build relationships with clients, monitor facility utilization and profitability, and ensure compliance with KYC/CDD and local regulations.

The role emphasizes fast, high-quality execution, cross-border structuring experience, and strong networking to maintain existing and