Client Acquisition & Wealth Banking Lead

UOB; Klang City; On-site; MYR 60,000 - 100,000; Full time

Job summary

UOB Malaysia in Klang is seeking a Client Acquisition Manager to drive new-to-bank client growth, promote Privilege Banking and Wealth propositions, and build strong relationships across the onboarding journey.

The role involves identifying prospective clients, tailoring financial solutions, maintaining an active sales pipeline, and ensuring due diligence standards are met, with monthly outreach and cross-functional collaboration to hit targets.

Qualifications

• Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions.
• Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service.
• Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
• Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
• Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
• Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.
• This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.

Responsibilities

• Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions.
• Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service.
• Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
• Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
• Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
• Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.
• This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.

Job description

UOB Malaysia in Klang is seeking a Client Acquisition Manager to drive new-to-bank client growth, promote Privilege Banking and Wealth propositions, and build strong relationships across the onboarding journey.

The role involves identifying prospective clients, tailoring financial solutions, maintaining an active sales pipeline, and ensuring due diligence standards are met, with monthly outreach and cross-functional collaboration to hit targets.