Wealth Relationship Manager – Mass‑Affluent

UOB

Kuala Lumpur

On-site

MYR 192,000 - 383,000

Full time

4 days ago
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Job summary

United Overseas Bank Limited (UOB) is a premier bank with a global footprint and a focus on wealth management for mass-affluent clients. As a Relationship Manager in Wealth Banking, you will deliver financial advisory services, tailor investment solutions, and work to grow relationships with your client base while achieving sales targets in a compliant manner.

The role requires a recognised university degree, strong interpersonal skills, and a results-driven mindset.

Qualifications

  • A recognised university degree.
  • Minimum 1 year of relevant work experience.
  • Good knowledge of wealth management & investment products.
  • Results-oriented, dynamic and self-driven.
  • Competent in engaging and managing internal and external clients.
  • Proven ability to achieve sales targets.
  • Resourceful and able to work with minimal supervision.

Responsibilities

  • Provide prudent financial advisory and investment solutions to meet clients’ needs.
  • Develop and deepen relationships with assigned clients.
  • Ensure advisory procedures and documentation comply with internal policies and regulatory requirements.

Skills

Interpersonal skills
Sales target achievement
Client relationship management
Financial advisory
Regulatory awareness

Education

Bachelor’s degree

Job description

United Overseas Bank Limited (UOB) is a premier bank with a global footprint and a focus on wealth management for mass-affluent clients. As a Relationship Manager in Wealth Banking, you will deliver financial advisory services, tailor investment solutions, and work to grow relationships with your client base while achieving sales targets in a compliant manner.

The role requires a recognised university degree, strong interpersonal skills, and a results-driven mindset.

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