Mgr/AVP, Relationship Manager - Wealth Banking

UOB; Kepong; On-site; MYR 50,000 - 89,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Personal Banking professional to promote a wide range of retail banking products to clients with assets under management between 100k and 499k. You will manage relationships and provide sound financial advice to grow investment opportunities.

Applicants should have a background in financial services or sales, with strong integrity, CRM skills, and excellent communication.

Qualifications

• Experience in the Financial Services industry.
• Sales experience encouraged.
• High degree of integrity and professionalism; strong customer relationship management skill.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self motivated.

Responsibilities

• Market and promote a wide range of banking products to potential clients with AUM >100k to 499k.
• Manage relationships with existing and potential customers and provide sound financial advice.
• Analyze customers’ financial requirements and match with bank product offerings to grow investment opportunities.
• Proactively cross-sell other banking products and services.

Skills

Financial services experience

Sales experience

Integrity & professionalism

CRM skills

Communication skills

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients with a starting AUM of > 100k to 499k
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
• Analyse and match customers’ financial requirements with the bank’s product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
• Proactively cross-sell other banking products and services

JOB REQUIREMENTS

• Experience in the Financial Services industry, preferably experience as a personal banker
• Candidates with any sales experience are encouraged to apply
• A high degree of integrity and professionalism, and strong customer relationship management skill
• Strong communication and interpersonal skills
• Dynamic, result driven and self motivated

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.