HNW & Corporate Banking Relationship Manager

UOB; Klang City; Sur place; MYR 78 000 - 134 000; Plein temps

Résumé du poste

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and manage a portfolio of HNW and corporate clients in Malaysia. You will tailor banking solutions, conduct needs analyses, and collaborate with product specialists to deliver holistic wealth management services.

The role emphasizes client acquisition, retention, compliance, and achievement of sales KPIs within a dynamic banking environment.

Qualifications

• Bachelor’s degree required.
• 1–2 years of relationship management experience in banking/financial services, preferably with HNW or corporate clients.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze financial data, interpret market trends, and provide sound financial advice.
• Self-motivated, results-oriented, and able to work independently or in a team.
• Relevant certifications (e.g., FIMM, SC licenses) are a plus.
• Proficiency in English, Mandarin, Bahasa Malaysia.

Responsabilités

• Identify, acquire, and onboard new HNW or corporate clients, building a robust client pipeline.
• Manage and grow an existing portfolio of HNW or corporate clients with high satisfaction and retention.
• Conduct financial needs analysis and provide comprehensive financial advice across deposits, investments, loans, and wealth management services.
• Collaborate with product specialists, credit analysts, and other internal stakeholders to deliver holistic banking solutions.
• Monitor market trends, economic conditions, and regulatory changes to identify opportunities and mitigate risks for clients.
• Prepare and present financial proposals, conduct regular client reviews, and manage client expectations.
• Ensure full compliance with internal policies, banking regulations, and ethical standards.
• Achieve individual and team sales targets and KPIs.
• Maintain accurate client records and documentation in the bank’s systems.

Connaissances

Relationship management

Sales targets

Client communication

Financial analysis

Wealth management knowledge

Presentation skills

English

Mandarin

Bahasa Malaysia

Formation

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

Description du poste

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and manage a portfolio of HNW and corporate clients in Malaysia. You will tailor banking solutions, conduct needs analyses, and collaborate with product specialists to deliver holistic wealth management services.

The role emphasizes client acquisition, retention, compliance, and achievement of sales KPIs within a dynamic banking environment.