Wealth Relationship Manager for Portfolios

UOB; Penang; On-site; MYR 66,960 - 100,440; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Penang is seeking a driven Personal Banker to promote a wide range of banking products to potential clients with growth in AUM.

You will manage key client relationships, assess financial needs, and match bank offerings to goals while proactively cross-selling other solutions. Strong communication, integrity and a client‑first mindset are essential.

Qualifications

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

Responsibilities

• Promote banking products and services to potential clients with a starting AUM of > 100k to 499k.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances.
• Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Relationship management

Communication skills

Self-motivation

Integrity

Job description

2201 United Overseas Bank (Malaysia) Bhd in Penang is seeking a driven Personal Banker to promote a wide range of banking products to potential clients with growth in AUM.

You will manage key client relationships, assess financial needs, and match bank offerings to goals while proactively cross-selling other solutions. Strong communication, integrity and a client‑first mindset are essential.