Client Acquisition & Wealth Banking Manager

2201 United Overseas Bank (Malaysia) Bhd

Klang City

On-site

MYR 60,000 - 90,000

Full time

2 days ago
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Job summary

2201 United Overseas Bank (Malaysia) Bhd invites applications for a Client Acquisition Manager (CAM) role. You will proactively acquire new-to-bank clients and promote Privilege Banking and Wealth Banking, while building and nurturing long-term relationships and maintaining a healthy sales pipeline.

You will carry out monthly marketing and outreach, collaborate with branch colleagues and other internal teams to meet targets, ensure all opening processes comply with policies, and participate in

Responsibilities

  • 1) Customer Acquisition & Business Development Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions.
  • 2) Relationship Management Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service.
  • 3) Monthly Marketing & Outreach Activities Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
  • 4) Collaboration with Internal Stakeholders Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
  • 5) Compliance & Policy Adherence Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
  • 6) Cross-Selling & Referrals 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.
  • 7) Performance-Based Incentives 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

2201 United Overseas Bank (Malaysia) Bhd invites applications for a Client Acquisition Manager (CAM) role. You will proactively acquire new-to-bank clients and promote Privilege Banking and Wealth Banking, while building and nurturing long-term relationships and maintaining a healthy sales pipeline.

You will carry out monthly marketing and outreach, collaborate with branch colleagues and other internal teams to meet targets, ensure all opening processes comply with policies, and participate in

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