Wealth Relationship Manager for HNW Clients

United Overseas Bank

Ampang Jaya

On-site

MYR 60,000 - 100,000

Full time

8 days ago

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

The Relationship Manager at United Overseas Bank Malaysia Bhd will build and maintain strong relationships with HNW and corporate clients, understanding their financial needs and delivering tailored banking solutions across deposits, loans, investments, and wealth management. You will work closely with product specialists and credit analysts to meet client goals.

The role requires 1–2 years in relationship management, a degree in business/finance, strong communication skills, and a proven track

Qualifications

1–2 years in relationship management within banking/financial services.
Proven track record of achieving sales targets and building client relationships.
Strong understanding of banking products and wealth management.
Certifications (e.g., FIMM/SC licences) are an added advantage.

Responsibilities

Proactively identify and onboard new HNW or corporate clients.
Manage and grow a portfolio of HNW or corporate clients.
Conduct financial needs analyses and provide wealth management solutions.
Collaborate with product specialists and credit analysts to deliver integrated solutions.
Monitor market trends and regulatory changes to mitigate risk.
Prepare financial proposals and conduct periodic client reviews.