AVP, Relationship Manager, Commercial Banking

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 120,000 - 200,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Private Banking Relationship Manager to proactively identify and acquire new clients, expand the client base, and manage sophisticated high-net-worth portfolios. You will deliver tailored financial strategies and collaborate with internal specialists to provide integrated wealth solutions.

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

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field; MBA or CFA preferred.
• Minimum of 5 years in relationship management within financial services, preferably high-net-worth clients.
• Proven track record of client acquisition and portfolio growth.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Proficient in banking software and MS Office; able to work independently and in a team.

Responsibilities

• Proactively identify and acquire new clients and expand the client base.
• Manage and cultivate existing client relationships and understand financial needs.
• Develop and implement tailored financial strategies and wealth management solutions.
• Monitor client portfolios, conduct reviews, and advise on market trends.
• Collaborate with product specialists and wealth planners to deliver integrated solutions.
• Ensure compliance with banking regulations and internal policies.
• Achieve individual and team sales targets and contribute to Private Banking growth.
• Maintain accurate client records and documentation.

Skills

Relationship management

Communication

Negotiation

Analytical thinking

Portfolio growth

Wealth management

Banking software

Teamwork

Education

Bachelor's degree in Business/Finance/Economics

MBA or CFA is a plus

Tools

Banking software

Microsoft Office

Job description

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.