SO, Wealth Relationship Manager (Jln Othman)

2201 United Overseas Bank (Malaysia) Bhd; Petaling Jaya; On-site; MYR 120,000 - 210,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd (UOB) is seeking a Wealth Relationship Manager to acquire, manage, and grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and exceptional service.

The role requires building deep client relationships, conducting needs analysis, and collaborating with investment, treasury and insurance specialists to provide integrated solutions while meeting regulatory and compliance standards.

Qualifications

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

Responsibilities

• Acquire and manage high-net-worth client portfolios and relationships.
• Understand client goals, risk appetite, and investment objectives.
• Provide comprehensive wealth planning including investments, insurance, and legacy planning.

Skills

Client acquisition

Relationship management

Financial analysis

Communication skills

Education

Bachelor's degree in Finance/Business Administration/Economics

CFP/CFA desirable

Job description

Company: 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 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.

Additional Requirements

If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Be a Part of the UOB Family

UOB is an equal opportunity employer.

UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.

All employment decisions at UOB are based on business needs, job requirements and qualifications.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site