Wealth Relationship Manager for HNW & Corporate Clients

2201 United Overseas Bank (Malaysia) Bhd; Klang City; On-site; MYR 60,000 - 120,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and sustain long-term client relationships and tailor banking solutions to meet financial goals.

The role focuses on acquiring high-net-worth and corporate clients, delivering integrated advisory services across deposits, investments and loans, and collaborating with product specialists to drive sales targets while maintaining compliance. Opportunities for growth exist within a collaborative team.

Qualifications

• Strong communication, interpersonal and presentation skills.
• Ability to analyze financial data, interpret market trends, and provide sound financial advice.
• Understanding of banking products and services including investments, loans and wealth management.

Responsibilities

• Identify, acquire and onboard new HNW or corporate clients through networking and referrals.
• Grow and manage a portfolio of HNW or corporate clients with high service levels.
• Provide financial advisory services across deposits, investments, loans and wealth management products.
• Collaborate with product specialists and credit analysts to deliver integrated banking solutions.
• Monitor market trends and regulatory changes to identify opportunities and mitigate risks.
• Prepare financial proposals, conduct client reviews and manage expectations.
• Ensure compliance with internal policies and banking regulations.

Skills

Communication skills

Client relationship management

Presentation skills

Financial analysis

Industry knowledge (banking/wealth)

Education

Bachelor's degree

Job description

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and sustain long-term client relationships and tailor banking solutions to meet financial goals.

The role focuses on acquiring high-net-worth and corporate clients, delivering integrated advisory services across deposits, investments and loans, and collaborating with product specialists to drive sales targets while maintaining compliance. Opportunities for growth exist within a collaborative team.