MGR, Business Wealth Development Manager (Jalan Imbi)

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 America. In 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**

Responsible for developing and managing a portfolio of high-net-worth individuals and business clients, providing comprehensive wealth management solutions and fostering strong, long-term relationships to drive business growth and client satisfaction.

Job Responsibilities**

* Identify, acquire, and onboard new high-net-worth individual and business clients for wealth management services.
* Proactively manage and deepen relationships with existing clients, understanding their financial goals and risk appetites.
* Conduct thorough financial needs analysis and develop tailored wealth management strategies, including investment, insurance, and legacy planning solutions.
* Present and articulate complex financial products and services clearly and effectively to clients.
* Monitor market trends, economic conditions, and regulatory changes to provide informed advice and adapt client strategies.
* Collaborate with internal product specialists, investment advisors, and other banking departments to deliver holistic financial solutions.
* Ensure all client interactions and transactions adhere to regulatory guidelines, bank policies, and ethical standards.
* Achieve individual and team sales targets and business growth objectives.
* Prepare and present regular performance reports and client reviews.
* Participate in client events and networking activities to enhance brand visibility and generate leads.

Job Qualifications**

* Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFP, CFA) is a strong advantage.
* Minimum of 5 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, preferably with a focus on business clients.
* Proven track record of success in acquiring and managing high-net-worth client relationships and achieving sales targets.
* Deep understanding of a wide range of investment products, insurance solutions, and wealth planning strategies.
* Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
* Strong analytical and problem-solving abilities to assess client needs and develop appropriate financial solutions.
* In-depth knowledge of financial markets, economic principles, and regulatory requirements in Malaysia.
* Self-motivated, results-oriented, and able to work independently as well as part of a team.
* Proficiency in English and Bahasa Malaysia is essential. Fluency in other languages (e.g., Mandarin) is an added advantage.
* Good understanding of UOB products and services is preferred.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's 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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