Senior Private Banking Relationship Manager

United Overseas Bank Limited; Kuala Lumpur; On-site; MYR 120,000 - 200,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Private Banking Relationship Manager to proactively identify and acquire new clients, expand the client base, and manage sophisticated high-net-worth portfolios. You will deliver tailored financial strategies and collaborate with internal specialists to provide integrated wealth solutions.

The role requires a minimum of 5 years in relationship management within financial services, with strong communication, analytical, and negotiation skills.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field; MBA or CFA preferred.
• Minimum of 5 years in relationship management within financial services, preferably high-net-worth clients.
• Proven track record of client acquisition and portfolio growth.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Proficient in banking software and MS Office; able to work independently and in a team.

Responsibilities

• Proactively identify and acquire new clients and expand the client base.
• Manage and cultivate existing client relationships and understand financial needs.
• Develop and implement tailored financial strategies and wealth management solutions.
• Monitor client portfolios, conduct reviews, and advise on market trends.
• Collaborate with product specialists and wealth planners to deliver integrated solutions.
• Ensure compliance with banking regulations and internal policies.
• Achieve individual and team sales targets and contribute to Private Banking growth.
• Maintain accurate client records and documentation.

Skills

Relationship management

Communication

Negotiation

Analytical thinking

Portfolio growth

Wealth management

Banking software

Teamwork

Education

Bachelor's degree in Business/Finance/Economics

MBA or CFA is a plus

Tools

Banking software

Microsoft Office

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Private Banking Relationship Manager to proactively identify and acquire new clients, expand the client base, and manage sophisticated high-net-worth portfolios. You will deliver tailored financial strategies and collaborate with internal specialists to provide integrated wealth solutions.

The role requires a minimum of 5 years in relationship management within financial services, with strong communication, analytical, and negotiation skills.