Wealth Relationship Manager: Client Advisory & Growth

2201 United Overseas Bank (Malaysia) Bhd; Kuantan; On-site; MYR 60,000 - 110,000; Full time

Job summary

UOB United Overseas Bank (Malaysia) Bhd seeks a Relationship Manager in Wealth Banking to provide financial advisory to mass‑affluent clients in Malaysia. You will develop relationships, meet sales targets, and ensure timely, compliant completion of the advisory and sales process.

You will work within the Bank’s policies and regulatory framework, delivering prudent investment solutions and building trusted client partnerships for long‑term financial planning.

Qualifications

• At least 1 year of relevant financial advisory experience in banking or financial services.
• Strong knowledge of wealth management and investment products.
• Ability to achieve sales targets while ensuring compliant advisory.
• Proactive, client‑focused and able to work with minimal supervision.

Responsibilities

• Provide prudent financial advisory to mass‑affluent clients.
• Achieve individual sales targets and complete sales and compliance processes.
• Develop and deepen relationships with assigned clients.
• Adhere to internal policies and regulatory requirements (FAA and related acts).

Skills

Wealth management knowledge

Sales target achievement

Client engagement

Regulatory compliance awareness

Financial advisory skills

Education

University degree

Job description

UOB United Overseas Bank (Malaysia) Bhd seeks a Relationship Manager in Wealth Banking to provide financial advisory to mass‑affluent clients in Malaysia. You will develop relationships, meet sales targets, and ensure timely, compliant completion of the advisory and sales process.

You will work within the Bank’s policies and regulatory framework, delivering prudent investment solutions and building trusted client partnerships for long‑term financial planning.