Wealth Relationship Manager & Client Growth

UOB

Kuala Lumpur

On-site

MYR 36,000 - 60,000

Full time

3 days ago
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Job summary

United Overseas Bank (Malaysia) Bhd is seeking a dynamic Personal Banking professional to promote a wide range of financial products to high-net-worth clients and to manage key customer relationships in the Kuala Lumpur area.

You will analyze customers’ needs, tailor banking solutions, and cross-sell services to expand portfolios. The role requires integrity, strong communication, and a proactive sales mindset in a client-facing environment.

Qualifications

  • Experience in the financial services industry, preferably as a personal banker.
  • Candidates with any sales experience are encouraged to apply.
  • High degree of integrity and professionalism, and strong customer relationship management skill.
  • Strong communication and interpersonal skills.
  • Dynamic, result driven and self motivated.

Responsibilities

  • Market and promote banking products to potential clients with AUM >100k to 499k.
  • Manage key relationships with existing and potential customers and provide sound advice in the management of their finances for portfolio growth.
  • Analyse and match customers’ financial requirements with the bank's offerings to suit personal investment needs and grow opportunities.
  • Proactively cross-sell other banking products and services.

Skills

Sales experience
Customer relationship management
Communication skills
Integrity and professionalism
Self-motivated

Job description

United Overseas Bank (Malaysia) Bhd is seeking a dynamic Personal Banking professional to promote a wide range of financial products to high-net-worth clients and to manage key customer relationships in the Kuala Lumpur area.

You will analyze customers’ needs, tailor banking solutions, and cross-sell services to expand portfolios. The role requires integrity, strong communication, and a proactive sales mindset in a client-facing environment.

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