Wealth Relationship Manager – Portfolio Growth & Advisory

2201 United Overseas Bank (Malaysia) Bhd; Sungai Petani; On-site; MYR 45,000 - 78,000; Full time

Job summary

UOB United Overseas Bank Limited is seeking a Personal Banker to promote banking products and services to clients, manage relationships, and provide sound financial advice. You will assess client needs and present suitable investment and banking solutions while building long-term relationships.

The role emphasizes integrity, professionalism, and strong customer service, with opportunities to cross-sell additional products to grow client portfolios.

Qualifications

• Experience in the Financial Services industry and sales is a plus.
• Strong communication and interpersonal skills.

Responsibilities

• Manage relationships with existing and potential customers.
• Analyze customers’ financial needs and match with bank products.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Financial services knowledge

Job description

UOB United Overseas Bank Limited is seeking a Personal Banker to promote banking products and services to clients, manage relationships, and provide sound financial advice. You will assess client needs and present suitable investment and banking solutions while building long-term relationships.

The role emphasizes integrity, professionalism, and strong customer service, with opportunities to cross-sell additional products to grow client portfolios.