Senior Private Wealth Relationships Manager

United Overseas Bank; Seremban; On-site; MYR 240,000 - 420,000; Full time

Job summary

United Overseas Bank in Malaysia seeks an experienced wealth management professional to cultivate and grow relationships with high-net-worth clients. You will analyse financial needs, tailor investment and lending solutions, and present products clearly while ensuring compliant portfolio management.

The role emphasizes proactive client acquisition, market awareness, and collaboration with product specialists to deliver comprehensive financial planning and advice.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics or related field.
• 5+ years of experience in wealth management or private banking.
• Proven track record with high-net-worth clients.
• Strong knowledge of investment products and financial planning.
• Excellent communication and presentation skills.
• Fluent in English and Bahasa Malaysia; Mandarin a plus.

Responsibilities

• Cultivate and maintain strong, long-term relationships with existing high-net-worth clients.
• Proactively identify and acquire new high-net-worth clients through networking and referrals.
• Conduct financial needs analysis and develop tailored wealth management strategies.
• Present and articulate complex financial products and services clearly.
• Monitor client portfolios and adjust strategies in line with market conditions.
• Stay updated on market trends, economic outlooks, and regulatory changes.
• Collaborate with product specialists to deliver integrated solutions.
• Ensure full compliance with internal policies and regulatory requirements.
• Achieve assigned sales targets and contribute to business growth.

Skills

Wealth management

Private banking

Client acquisition

Financial analysis

Regulatory knowledge

Communication skills

Team collaboration

English proficiency

Education

Bachelor's degree in Finance, Economics

Job description

United Overseas Bank in Malaysia seeks an experienced wealth management professional to cultivate and grow relationships with high-net-worth clients. You will analyse financial needs, tailor investment and lending solutions, and present products clearly while ensuring compliant portfolio management.

The role emphasizes proactive client acquisition, market awareness, and collaboration with product specialists to deliver comprehensive financial planning and advice.