Senior Wealth Relationship Manager

uobgroup; Miri; On-site; MYR 89,000 - 223,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, delivering tailored financial advice and expanding portfolios.

You will manage key client relationships, assess needs, and cross-sell bank products to drive wealth revenue. Strong communication, integrity and self-motivation are essential for success in this role.

Qualifications

• Experience in the Financial Services industry, servicing high networth clientele.
• High integrity, professionalism and strong client relationship management.
• Excellent communication and interpersonal skills; self-motivated and results-driven.

Responsibilities

• Acquire and nurture relationships with a group of high networth customers with the objective of strengthening customer relationship and generating revenue.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
• Analyse and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
• Proactively cross-sell other banking products and services.
• Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience.
• Proactively identify business opportunities to drive performance in line with overall business strategy.

Skills

Relationship management

Integrity & professionalism

Communication skills

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, delivering tailored financial advice and expanding portfolios.

You will manage key client relationships, assess needs, and cross-sell bank products to drive wealth revenue. Strong communication, integrity and self-motivation are essential for success in this role.