Manager / AVP, Relationship Manager - Wealth Banking

United Overseas Bank; Kuala Terengganu; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading financial institution in Kuala Terengganu is seeking a Relationship Manager to manage and grow a portfolio of high-value clients. This role involves understanding clients' financial needs and delivering tailored banking solutions that align with their goals. Candidates should have 3-5 years of experience in relationship management, proven sales records, and excellent communication skills. Join us to contribute to client success and drive business growth while benefiting from a collaborative work environment.

Qualifications

• 3-5 years experience in relationship management in banking or financial services.
• Proven track record in achieving sales targets.
• Strong understanding of banking products and services.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Identify client needs and offer appropriate banking products.
• Prepare and present financial proposals to clients.

Skills

Relationship management

Sales target achievement

Communication skills

Analytical skills

Client relationship building

Proficiency in Microsoft Office

Education

Experience in banking or financial services

Relevant professional certifications

Job description

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Here’s a job description for a Relationship Manager at United Overseas Bank (Malaysia) Bhd:

Job Title: Relationship Manager

Company: United Overseas Bank (Malaysia) Bhd

Job Summary

The Relationship Manager at United Overseas Bank (Malaysia) Bhd is responsible for managing and growing a portfolio of high-value clients, understanding their financial needs, and providing tailored banking solutions to deepen customer relationships and achieve business targets.

Job Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of existing and prospective high-net-worth individuals or corporate clients.
• Proactively identify client needs and offer appropriate UOB banking products and services, including but not limited to deposits, loans, investments, wealth management, and trade finance solutions.
• Conduct thorough financial needs analysis and risk assessments for clients, ensuring proposed solutions align with their financial goals and risk appetite.
• Achieve individual and team sales targets and key performance indicators (KPIs) for revenue generation, client acquisition, and product penetration.
• Prepare and present compelling financial proposals and solutions to clients, demonstrating a deep understanding of UOB's product offerings and the competitive landscape.
• Monitor market trends, economic conditions, and regulatory changes to proactively advise clients and identify new business opportunities.
• Collaborate effectively with internal departments, such as Product Development, Credit, Legal, and Operations, to ensure seamless client service and solution delivery.
• Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements (e.g., BNM guidelines, AML/CFT).
• Handle client inquiries, complaints, and service requests efficiently and professionally, ensuring a high level of customer satisfaction.
• Maintain accurate and up-to-date client records and pipeline information within the bank's CRM system.

Job Qualifications

• Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on retail, commercial, or corporate banking.
• Proven track record of achieving sales targets and building strong client relationships.
• Excellent understanding of banking products and services, including lending, deposits, investments, and wealth management.
• Strong financial acumen and analytical skills to assess client needs and propose suitable solutions.
• Exceptional communication, interpersonal, and negotiation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, PCE, CUTE, TBE) are an advantage.
• Knowledge of local market conditions and regulatory frameworks in Malaysia.

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.

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