Senior Wealth Relationship Manager

UOB; Negeri Sembilan; On-site; MYR 180,000 - 300,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Negeri Sembilan seeks an experienced Wealth Manager to cultivate and manage relationships with high-net-worth clients, understanding their goals and risk appetites, and delivering tailored wealth strategies across investments, insurance, legacy planning and lending.

You will present complex products clearly, monitor portfolios, stay updated on market and regulatory changes, collaborate with product specialists to provide integrated solutions, and strive to

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics or related field.
• Professional certifications such as CFP, CFA, or similar are highly advantageous.
• Minimum of 5 years of experience in wealth management/private banking with high-net-worth clients.
• In-depth knowledge of investment products, financial planning principles, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Fluent English and Bahasa Malaysia; Mandarin is a plus.

Responsibilities

• Cultivate and maintain 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 tailor wealth management strategies.
• Present complex financial products clearly and effectively.
• Monitor client portfolios and adjust strategies as market conditions change.
• Stay updated on market trends and regulatory changes to provide informed advice.
• Collaborate with product specialists to deliver integrated solutions.
• Ensure compliance with internal policies and regulatory requirements.
• Achieve sales targets and contribute to business growth.

Skills

Relationship management

Business development

Financial analysis

Product presentation

Portfolio monitoring

Market awareness

Regulatory compliance

Team collaboration

Multilingual communication

Education

Bachelor's degree in Finance/Business/Economics

CFP/CFA certification advantageous

Job description

United Overseas Bank (Malaysia) Bhd in Negeri Sembilan seeks an experienced Wealth Manager to cultivate and manage relationships with high-net-worth clients, understanding their goals and risk appetites, and delivering tailored wealth strategies across investments, insurance, legacy planning and lending.

You will present complex products clearly, monitor portfolios, stay updated on market and regulatory changes, collaborate with product specialists to provide integrated solutions, and strive to