MGR, Wealth Relationship Manager (Bangsar)

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific Europe and North Asia we operate through our head office in Singapore and banking subsidiaries in China Indonesia Malaysia and Thailand as well as branches and offices. Our history spans more than 80 years. Over this time we have been guided by our values Honorable Enterprising United and Committed. This means we always strive to do what is right build for the future work as one team and pursue long-term success. It is how we work consistently be it towards the company our colleagues or our customers.

Job Description

Job Summary:**

The Wealth Relationship Manager is responsible for acquiring deepening and retaining high-net-worth individual clients for United Overseas Bank (Malaysia) Bhd providing comprehensive financial advice and solutions across a range of wealth management products and services.

Job Responsibilities:**

* Identify develop and manage a portfolio of high-net-worth clients establishing strong and trusted relationships.
* Conduct thorough financial needs analyses for clients understanding their investment objectives risk tolerance and long-term financial goals.
* Propose and implement tailored wealth management solutions including investment products (e.g. unit trusts structured products equities) insurance treasury products and lending solutions.
* Monitor client portfolios regularly providing performance reviews and recommending adjustments as market conditions or client circumstances change.
* Proactively engage with clients to cross-sell and upsell a full range of UOB products and services maximizing client wallet share.
* Ensure full compliance with all internal policies regulatory requirements (e.g. AML/CFT KYC) and ethical standards.
* Collaborate with product specialists legal and compliance teams to deliver holistic solutions and ensure a seamless client experience.
* Stay abreast of market trends economic developments and competitor offerings to provide informed advice.
* Achieve individual sales targets and contribute to the overall teams performance.

Job Qualifications:**

* Bachelors degree in Finance Economics Business Administration or a related field.
* Minimum of 5 years of experience in wealth management private banking or a similar client-facing role within the financial services industry.
* Proven track record of acquiring and managing high-net-worth client relationships.
* Strong understanding of investment products insurance solutions and financial planning principles.
* Possession of relevant industry certifications (e.g. FIMM PCE CMFAS Module 6A 6 6B) is highly preferred.
* Excellent interpersonal communication and presentation skills.
* Strong analytical and problem-solving abilities.
* Ability to work independently and as part of a team in a fast-paced environment.
* High level of integrity and commitment to ethical conduct.
* Proficiency in English and Bahasa Malaysia; ability to communicate in other languages (e.g. Mandarin) is an advantage.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidates age race gender color religion sexual orientation physical or mental disability or other non-merit factors. All employment decisions at UOB are based on business needs job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process please inform us when you submit your online application.

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