SO-AVP, Wealth Relationship Manager, Emerging Enterprise

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

The Wealth Relationship Manager will acquire, develop and manage relationships with emerging-enterprise owners and affluent clients, recommending suitable wealth, investment, insurance and banking solutions. Candidates should have experience in relationship management, wealth management, financial services or sales, with strong knowledge of investment products and relevant regulatory requirements. The role requires effective prospecting, networking and portfolio development, as well as the ability to understand clients’ financial goals and provide tailored advice. Candidates are expected to demonstrate strong communication, negotiation and presentation skills, maintain high ethical standards, meet business targets and deliver a consistently positive client experience. Relevant professional qualifications and Malaysian banking or wealth-management experience would be advantageous.

About the employer

United Overseas Bank (Malaysia) Bhd, commonly known as UOB Malaysia, is part of UOB Group, a major Singapore-based banking group with operations across Southeast Asia and other international markets. The bank provides personal and commercial banking, wealth management, corporate banking, investment banking, treasury and digital financial services. UOB Malaysia serves individuals, affluent customers, entrepreneurs, small and medium-sized enterprises and large corporations through branches, digital channels and relationship teams. Following UOB’s acquisition of Citigroup’s consumer banking business in Malaysia, the bank has expanded its customer base and product capabilities. UOB places emphasis on responsible banking, long-term client relationships, innovation and regional connectivity. The company offers career opportunities across banking, technology, risk, operations, sales and professional support functions.