MGR, Business Wealth Development Manager, Emerging Enterprise

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

* Develop and execute strategies to acquire new high-net-worth individual and corporate clients for wealth management solutions, including investments, insurance, and other financial products.
* Proactively identify and cultivate client relationships, understanding their financial goals, risk appetite, and investment objectives to provide tailored and comprehensive wealth management advice.
* Conduct in-depth financial needs analysis and present customized investment proposals, demonstrating a strong understanding of market trends, product features, and regulatory requirements.
* Manage and grow an existing portfolio of wealth management clients, ensuring client satisfaction, retention, and ongoing engagement through regular reviews and communication.
* Collaborate closely with internal stakeholders, including product specialists, legal, and compliance teams, to deliver integrated and holistic financial solutions to clients.
* Monitor market developments, competitor activities, and industry best practices to identify opportunities for business growth and product enhancement.
* Ensure strict adherence to all internal policies, regulatory requirements, and ethical standards in all client interactions and transactions.
* Prepare and present regular reports on business performance, client acquisition, and portfolio growth to senior management.
* Participate in professional development activities to stay abreast of financial industry trends, new products, and relevant regulations.
Job Qualifications:**
* Bachelor's degree in Business Administration, Finance, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFP, CFA) is highly advantageous.
* Minimum of 5-8 years of experience in wealth management, private banking, or a similar client-facing role within the financial services industry, specifically dealing with high-net-worth clients.
* Proven track record of successful client acquisition and portfolio growth in wealth management.
* Strong understanding of various investment products, financial planning principles, and wealth management strategies (e.g., equities, fixed income, unit trusts, insurance, estate planning).
* Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and trust with sophisticated clients.
* Demonstrated ability to analyze complex financial information and provide sound, client-centric advice.
* Self-motivated, results-oriented, and able to work independently as well as collaboratively within a team environment.
* High level of integrity, professionalism, and commitment to ethical conduct.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Relevant licenses and certifications as required by Malaysian financial regulations (e.g., FIMM, SC licenses) are mandatory.

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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