AVP/MGR, Relationship Manager - Wealth Banking

UOB; Penang; On-site; MYR 42,000 - 60,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Penang, Malaysia, is seeking a capable Personal Banker to promote a wide range of banking products and manage client relationships. You will advise on investments, cross-sell services, and assist clients with financial planning to expand portfolios.

The ideal candidate has experience in financial services, strong communication skills, and a customer-focused mindset, with integrity and drive to achieve targets.

Qualifications

• Experience in financial services, preferably as a personal banker.
• Sales experience is encouraged to apply.
• High integrity and professionalism with strong customer relationships.
• Strong communication and interpersonal abilities.

Responsibilities

• Marketing and promoting banking products to potential clients with AUM > 100k to 499k.
• Manage relationships and provide sound financial management advice for portfolio growth.
• Analyze customers' financial requirements and match with product offerings.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Integrity

Job description

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

• Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients with a starting AUM of > 100k to 499k
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
• Analyse and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
• Proactively cross-sell other banking products and services

Job Requirements

• Experience in the Financial Services industry, preferably experience as a personal banker
• Candidates with any sales experience are encouraged to apply
• A high degree of integrity and professionalism, and strong customer relationship management skill
• Strong communication and interpersonal skills
• Dynamic, result driven and self motivated

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.