The role involves leading a team of Wealth Relationship Managers to drive growth in wealth management products for high-net-worth clients within United Overseas Bank Malaysia
Job Summary
The role involves leading a team of Wealth Relationship Managers to drive growth in wealth management products for high-net-worth clients within United Overseas Bank Malaysia.
Candidates must ensure strict adherence to internal policies and regulatory requirements while managing complex client issues and fostering a high-performance culture.
The position requires developing effective sales strategies to expand the client base and increase assets under management through cross-selling and up-selling opportunities.
Matching Summary
The role involves leading a team of Wealth Relationship Managers to drive growth in wealth management products for high-net-worth clients within United Overseas Bank Malaysia.
Skills & Requirements
Must-have
Team leadership and performance management
Wealth management product sales strategy
High-net-worth client relationship management
Regulatory compliance and risk mitigation
Sales target achievement and KPI analysis
Nice-to-have
Strong analytical and problem-solving abilities
Strategic mindset for market expansion
Excellent communication and presentation skills
Collaborative approach across departments
Key Requirements
Bachelor's degree in Business Administration, Finance, or Economics
3-4 years experience in wealth management with 1-2 years in leadership
Possession of relevant licenses (FIMM, BNM) required by Malaysian regulators
Proven track record of exceeding sales targets in financial services
MBA or professional certifications (CFP, ChFC, CMSRL) highly advantageous
Work Rights
Must have relevant work authorization for Malaysia