AVP, Relationship Manager, Commercial Banking

United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 180,000 - 280,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an AVP, Relationship Manager for Commercial Banking to proactively identify and acquire new clients, expand the bank's client base, and manage existing relationships with tailored financial solutions.

The role requires a minimum of 5 years in relationship management within financial services, strong knowledge of wealth management, and excellent communication and negotiation skills.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field. MBA or CFA designation is a plus.
• Minimum of 5 years of experience in relationship management within the financial services industry, preferably with high-net-worth clients.
• Proven track record of successful client acquisition and portfolio growth.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with sophisticated clients.
• Strong analytical and problem-solving abilities.
• Proficiency in relevant banking software and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Proactively identify and acquire new clients, expanding the bank's client base.
• Manage and cultivate existing client relationships, understanding their financial needs and objectives.
• Develop and implement tailored financial strategies and solutions, including investment products, loans, and other banking services.
• Monitor client portfolios, conduct regular reviews, and provide timely advice on market trends and investment opportunities.
• Collaborate with internal specialists (e.g., product specialists, wealth planners) to deliver integrated financial solutions.
• Ensure compliance with all relevant banking regulations, internal policies, and ethical standards.
• Achieve individual and team sales targets and contribute to the overall growth of the Private Banking division.
• Maintain accurate client records and documentation.

Skills

Client acquisition

Portfolio management

Negotiation

Communication

Analytical thinking

Team collaboration

Education

Bachelor's degree in Business/Finance/Economics

MBA or CFA designation

Tools

Microsoft Office Suite

Banking software

Job description

AVP, Relationship Manager, Commercial Banking

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• Proactively identify and acquire new clients, expanding the bank's client base.
• Manage and cultivate existing client relationships, understanding their financial needs and objectives.
• Develop and implement tailored financial strategies and solutions, including investment products, loans, and other banking services.
• Monitor client portfolios, conduct regular reviews, and provide timely advice on market trends and investment opportunities.
• Collaborate with internal specialists (e.g., product specialists, wealth planners) to deliver integrated financial solutions.
• Ensure compliance with all relevant banking regulations, internal policies, and ethical standards.
• Achieve individual and team sales targets and contribute to the overall growth of the Private Banking division.
• Maintain accurate client records and documentation.

Job Qualifications:**

• Bachelor's degree in Business, Finance, Economics, or a related field. MBA or CFA designation is a plus.
• Minimum of 5 years of experience in relationship management within the financial services industry, preferably with high-net-worth clients.
• Proven track record of successful client acquisition and portfolio growth.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with sophisticated clients.
• Strong analytical and problem-solving abilities.
• Proficiency in relevant banking software and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.

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.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United Overseas Bank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United Overseas Bank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United Overseas Bank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

UOB (Malaysia) offers an extensive range of commercial and personal financial services through its branches, subsidiaries and associate companies: commercial lending, investment banking, treasury services, trade services, cash management, home loans, credit cards, wealth management, general insurance and life assurance.

UOB (Malaysia) offers an extensive range of commercial and personal financial services through its branches, subsidiaries and associate companies: commercial lending, investment banking, treasury services, trade services, cash management, home loans, credit cards, wealth management, general insurance and life assurance.

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