Business Engagement Manager

United Overseas Bank Limited; Kuala Lumpur; Remote; MYR 60,000 - 120,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Business Engagement Manager to act as a Virtual Relationship Manager for Emerging Enterprise and SME customers. You will manage a dedicated portfolio, drive growth through proactive engagement, and deepen relationships with banking solutions.

The role requires a Bachelor's degree and at least 1 year in banking or related fields, with strong communication and customer engagement skills.

Qualifications

• Bachelor's degree in Business Administration, Banking & Finance, Finance, Economics, Marketing or a related discipline.
• Minimum 1 year of experience in banking, financial services, sales, relationship management or customer engagement.
• Experience in SME banking, portfolio management or financial-product sales would be an advantage.
• Good understanding of SME banking products, particularly CASA, Trade Finance, digital banking, payments and Bancassurance.

Responsibilities

• Manage an assigned portfolio of Emerging Enterprise / SME customers through proactive outbound engagement.
• Build and deepen customer relationships as a Virtual Relationship Manager, serving as a key point of engagement for customers within the assigned portfolio.
• Develop and execute portfolio farming strategies to strengthen customer relationships and increase product penetration.
• Identify customer needs and proactively pursue cross-selling and upselling opportunities across relevant banking solutions.
• Identify opportunities to increase customer engagement, product utilization and overall relationship value.
• Conduct regular portfolio reviews to identify opportunities, customer needs and potential areas requiring follow-up.
• Work closely with Relationship Managers, Sales, Product and internal support teams to facilitate customer requests and business opportunities.
• Provide customers with appropriate product information and guidance and connect them with relevant product specialists where required.
• Maintain accurate records of customer engagements, opportunities and follow-up actions.
• Support the broader objectives of the Emerging Enterprise business by contributing to portfolio growth, customer retention and relationship deepening.

Skills

Relationship building

Customer engagement

Communication

Self-driven

Education

Bachelor's degree in Business Administration/Finance

Tools

CRM systems

Digital banking platforms

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

The Business Engagement Manager within the BET Outbound Team serves as a Virtual Relationship Manager for Emerging Enterprise customers, with responsibility for managing and growing an assigned SME customer portfolio. The role focuses on proactive customer engagement, portfolio farming, identifying business needs, and deepening customer relationships through relevant banking solutions. The Business Engagement Manager is expected to combine strong product knowledge, commercial awareness and customer engagement skills to drive portfolio growth while delivering a consistent and responsive customer experience.

Job Responsibilities

• Manage an assigned portfolio of Emerging Enterprise / SME customers through proactive outbound engagement.
• Build and deepen customer relationships as a Virtual Relationship Manager, serving as a key point of engagement for customers within the assigned portfolio.
• Develop and execute portfolio farming strategies to strengthen customer relationships and increase product penetration.
• Identify customer needs and proactively pursue cross-selling and upselling opportunities across relevant banking solutions, including: CASA and deposits Trade Finance Internet and digital banking solutions Bancassurance Payments and transaction banking solutions Other relevant SME banking products and services
• Identify opportunities to increase customer engagement, product utilization and overall relationship value.
• Conduct regular portfolio reviews to identify opportunities, customer needs and potential areas requiring follow-up.
• Work closely with Relationship Managers, Sales, Product and internal support teams to facilitate customer requests and business opportunities.
• Provide customers with appropriate product information and guidance and connect them with relevant product specialists where required.
• Maintain accurate records of customer engagements, opportunities and follow-up actions.
• Support the broader objectives of the Emerging Enterprise business by contributing to portfolio growth, customer retention and relationship deepening.

Job Qualifications

• Bachelor's degree in Business Administration, Banking & Finance, Finance, Economics, Marketing or a related discipline.
• Minimum 1 year of experience in banking, financial services, sales, relationship management or customer engagement.
• Experience in SME banking, portfolio management or financial-product sales would be an advantage.
• Good understanding of SME banking products, particularly CASA, Trade Finance, digital banking, payments and Bancassurance.
• Strong communication, customer engagement and relationship-building skills.
• Commercially minded with the ability to identify customer needs and translate them into appropriate business opportunities.
• Self-driven, proactive and comfortable managing customers through virtual, telephone and digital channels.
• Able to collaborate effectively with Business Banking stakeholders, product partners and supporting functions.

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.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.

Career Site: UOB Career site