Enterprise Relationship Manager - Banking & Wealth

UOB; Seremban; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a dedicated Relationship Manager to manage a portfolio of individual and corporate clients in Malaysia. You will identify client needs and provide financial advice across banking products, investments, and wealth management to help customers reach their goals.

You will achieve and exceed sales targets for deposits, loans, investments and insurance, conduct regular reviews of client portfolios, and collaborate with product specialists to deliver

Qualifications

• 3–5 years of experience in relationship management in banking/financial services.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong knowledge of banking products, investments, and wealth management solutions.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in English and Bahasa Malaysia; Mandarin or other local dialects would be an added advantage.

Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of clients.
• Identify client needs and provide financial advice across banking products, investments, and wealth management.
• Proactively engage with clients to understand their goals and risk profiles.
• Achieve and exceed sales targets for deposits, loans, investments and insurance.
• Conduct regular reviews of client portfolios to ensure alignment with objectives.
• Prepare and present financial proposals and recommendations to clients.
• Collaborate with product specialists and other departments to deliver integrated solutions.
• Ensure compliance with internal policies, procedures, and external regulatory requirements.
• Monitor market trends and competitor activities to identify opportunities.
• Maintain accurate client records and sales activities in the CRM system.

Skills

Relationship management

Sales target achievement

Financial advisory

Interpersonal skills

Multilingual

Education

Bachelor's degree in Business Administration, Finance, Economics, or related field

Job description

United Overseas Bank (Malaysia) Bhd is seeking a dedicated Relationship Manager to manage a portfolio of individual and corporate clients in Malaysia. You will identify client needs and provide financial advice across banking products, investments, and wealth management to help customers reach their goals.

You will achieve and exceed sales targets for deposits, loans, investments and insurance, conduct regular reviews of client portfolios, and collaborate with product specialists to deliver