Senior Private Banking Relationship Manager

UOB; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Senior Private Banking Relationship Manager to proactively grow the client base and deepen strategic partnerships with high-net-worth clients in Malaysia.

You will manage portfolios, tailor wealth solutions, and collaborate with product specialists to deliver integrated advisory services while ensuring regulatory compliance and achieving sales targets.

Qualifications

• Minimum of 5 years of relationship management experience in financial services.
• Experience with high-net-worth clients preferred.
• Proven track record in client acquisition and portfolio growth.
• Strong knowledge of financial products and wealth management.
• Excellent communication, interpersonal, and negotiation skills.

Responsibilities

• Proactively identify and acquire new high-net-worth clients.
• Manage and cultivate existing client relationships and understand their financial needs.
• Develop and implement tailored financial strategies including investments and loans.
• Monitor portfolios, conduct reviews, and advise on market trends.
• Collaborate with product specialists to deliver integrated solutions.
• Ensure compliance with regulations and internal policies.
• Achieve individual and team sales targets for Private Banking.
• Maintain accurate client records and documentation.

Skills

Relationship management

High-net-worth clients

Client acquisition

Portfolio growth

Negotiation skills

Communication skills

Education

Bachelor's degree in Business/Finance/Economics

MBA or CFA designation

Tools

Banking software

Microsoft Office

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Senior Private Banking Relationship Manager to proactively grow the client base and deepen strategic partnerships with high-net-worth clients in Malaysia.

You will manage portfolios, tailor wealth solutions, and collaborate with product specialists to deliver integrated advisory services while ensuring regulatory compliance and achieving sales targets.