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Wealth Relationship Manager at UOB - ApplyBlast

Wealth Relationship Manager

UOB

2 months ago

2.6 on Glassdoor

Kuala Lumpur, Malaysia, Malaysia

Onsite

Full Time

Manager

0 applicants

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About this role

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. The role involves managing client portfolios, ensuring compliance, and achieving sales targets while collaborating with product specialists and other teams.

Responsibilities

Acquire and manage high‑net‑worth client portfolio
Provide tailored wealth management solutions and monitor portfolios
Ensure regulatory compliance and achieve sales targets

Skills

Qualifications

Bachelor's degree in Finance/Economics/Business AdministrationFIMM certificationPCE certificationCMFAS Module 6ACMFAS Module 6B

About UOB

uobgroup.com

Headquarters

Singapore, Central Region, Singapore

Company Size

10001+ employees

Founded

1935

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UOB is rated as one of the world's top banks, with a global network of 500 branches and offices across 19 countries and territories in Asia Pacific, Europe and North America.