Senior Wealth Relationship Manager

uobgroup; Seremban; On-site; MYR 180,000 - 320,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Malaysia seeks an experienced wealth management professional to cultivate and expand relationships with high-net-worth clients, understanding their financial goals and delivering tailored investment, insurance, legacy planning, and lending solutions.

The role requires staying abreast of market trends and regulatory changes, presenting complex financial products clearly, and achieving sales targets while maintaining strict compliance.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Certifications such as CFP or CFA are advantageous.
• Minimum years of experience in wealth management or private banking with high-net-worth clients.

Responsibilities

• Cultivate and maintain strong relationships with high-net-worth clients.
• Proactively acquire new high-net-worth clients through networking and referrals.
• Conduct financial needs analyses and develop tailored wealth strategies.
• Present complex financial products clearly to clients.
• Monitor portfolios and adjust recommendations per market changes.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Client relationship mgmt

Sales targets

Financial analysis

Networking

Regulatory compliance

Communication skills

Education

Bachelor's degree in Finance/Business

CFP/CFA preferred

Job description

United Overseas Bank (Malaysia) Bhd in Malaysia seeks an experienced wealth management professional to cultivate and expand relationships with high-net-worth clients, understanding their financial goals and delivering tailored investment, insurance, legacy planning, and lending solutions.

The role requires staying abreast of market trends and regulatory changes, presenting complex financial products clearly, and achieving sales targets while maintaining strict compliance.