Client Relationship Manager - Banking & Investments

2201 United Overseas Bank (Malaysia) Bhd; Kuching; On-site; MYR 60,000 - 90,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuching is seeking a Personal Banker to promote a broad range of banking products and services, including unit trusts, insurance, cards and deposits, to clients with AUM typically ranging from 100k to 499k.

You will manage client relationships, provide sound financial advice, cross-sell products, and help grow the bank's investment opportunities. Experience in financial services or sales is valued, with strong communication and integrity essential.

Qualifications

• Experience in Financial Services industry, preferably as a personal banker.
• Sales experience encouraged to apply.
• High degree of integrity and professionalism; strong customer relationship management skills.
• Strong communication and interpersonal skills.
• Dynamic, results-driven and self-motivated.

Responsibilities

• Marketing and promoting a wide range of banking products and services to potential clients.
• Manage key relationships and provide sound financial advice for portfolio growth.
• Analyse customers' financial needs and match offerings to investment goals.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Communication skills

Interpersonal skills

Integrity & professionalism

Job description

2201 United Overseas Bank (Malaysia) Bhd in Kuching is seeking a Personal Banker to promote a broad range of banking products and services, including unit trusts, insurance, cards and deposits, to clients with AUM typically ranging from 100k to 499k.

You will manage client relationships, provide sound financial advice, cross-sell products, and help grow the bank's investment opportunities. Experience in financial services or sales is valued, with strong communication and integrity essential.