SO, Wealth Relationship Manager (Jln Othman)

UOB; Petaling Jaya; On-site; MYR 120,000 - 200,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and grow a high-net-worth client portfolio. You will deliver tailored wealth management solutions, educate clients on investments, and partner with product specialists to meet client objectives.

You will proactively manage client needs, conduct financial analyses, and maintain regulatory compliance while achieving sales targets and contributing to business growth.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• CFP or CFA certifications are highly desirable.
• Minimum 5 years of wealth management/private banking experience with high-net-worth clients.

Responsibilities

• Identify and acquire new high-net-worth clients to grow a strong client base.
• Develop deep, long-term relationships; understand goals, risk appetite and investment objectives.
• Conduct comprehensive financial needs analysis and tailor wealth management strategies.
• Advise on investment, insurance, and legacy planning products offered by UOB Malaysia.
• Monitor portfolios; provide performance reviews and market updates; adjust as needed.
• Collaborate with internal specialists to deliver integrated wealth solutions.
• Ensure compliance with regulatory requirements and internal policies.
• Participate in client events and seminars to expand relationships and referrals.

Skills

Communication

Interpersonal skills

Presentation skills

English

Bahasa Malaysia

Mandarin (advantage)

Education

Bachelor's degree in Finance/Business/Economics

CFP

CFA

Job description

## SO, Wealth Relationship Manager (Jln Othman)Apply: Onsite: Jalan Othman (City Area): Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): JR93202Company: 2201 United Overseas Bank (Malaysia) Bhd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **Job Description**Job Summary:\\*\\* The Wealth Relationship Manager is responsible for acquiring, managing, and growing a portfolio of high-net-worth clients by providing tailored wealth management solutions and exceptional service. Job Responsibilities:\\*\\* \\* Proactively identify and acquire new high-net-worth clients, building a strong and sustainable client base. \\* Develop and maintain deep, long-term relationships with existing clients, understanding their financial goals, risk appetite, and investment objectives. \\* Conduct comprehensive financial needs analysis for clients and develop personalized wealth management strategies, including investment, insurance, and legacy planning solutions. \\* Advise clients on a wide range of financial products and services offered by United Overseas Bank (Malaysia) Bhd, ensuring suitability and alignment with client needs. \\* Monitor client portfolios regularly, providing performance reviews, market updates, and recommending adjustments as necessary. \\* Collaborate with internal product specialists (e.g., investment, treasury, insurance) to deliver integrated wealth solutions. \\* Ensure all client interactions and transactions adhere to regulatory requirements and internal compliance policies. \\* Actively participate in client events, seminars, and networking activities to expand client relationships and generate referrals. \\* Meet and exceed assigned sales targets and revenue objectives. \\* Maintain a strong understanding of market trends, economic conditions, and competitive landscape to provide informed advice. Job Qualifications:\\*\\* \\* Bachelor's degree in Finance, Business Administration, Economics, or a related field. Professional certifications such as CFP, CFA, or equivalent are highly desirable. \\* Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, specifically dealing with high-net-worth individuals. \\* Proven track record of successfully acquiring and managing a portfolio of high-value clients. \\* In-depth knowledge of investment products (e.g., unit trusts, bonds, equities, structured products), insurance, and other wealth management solutions. \\* Strong understanding of financial planning principles, market dynamics, and economic factors. \\* Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with affluent clients. \\* Highly self-motivated, results-oriented, and able to work independently as well as part of a team. \\* Strong ethical standards and a commitment to acting in the best interest of clients. \\* Proficiency in English and Bahasa Malaysia (both written and spoken) is required. Proficiency in other languages (e.g., Mandarin) would be an advantage. \\* Familiarity with relevant regulatory guidelines and compliance requirements in Malaysia.