Relationship Officer-PV

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

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values - Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Summary

The Relationship Officer-PV is responsible for building and nurturing strong relationships with a portfolio of high-value customers, providing tailored financial solutions, and driving business growth within the Private Banking sector of United Overseas Bank (Malaysia) Bhd.

Job Responsibilities

• Manage and grow a portfolio of high-net-worth individual clients, understanding their financial needs and objectives.
• Develop and implement comprehensive wealth management strategies, including investment, financing, and succession planning.
• Proactively identify and acquire new Private Banking clients through referrals, networking, and direct engagement.
• Provide expert advice on a wide range of financial products and services, including deposits, loans, investments, insurance, and foreign exchange.
• Monitor market trends and economic conditions to provide timely and relevant financial insights to clients.
• Collaborate with product specialists and internal stakeholders to deliver integrated and holistic financial solutions.
• Ensure full compliance with all internal policies, procedures, and regulatory requirements.
• Maintain accurate and up-to-date client records and prepare regular reports on portfolio performance and client activities.
• Represent the bank at client events and industry functions to enhance brand visibility and foster client relationships.

Job Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) is highly desirable.
• Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with exposure to Private Banking or high-net-worth clients.
• Proven track record of achieving sales targets and building strong client relationships.
• In-depth knowledge of financial products and services, including investment instruments, wealth management solutions, and credit facilities.
• Excellent communication, interpersonal, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and strong ethical conduct.
• Proficiency in English and Bahasa Malaysia. Fluency in other languages (e.g., Mandarin) is an advantage.

Additional Requirements

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.