MGR/AVP Relationship Manager - Wealth Banking (Jalan Pudu)

2201 United Overseas Bank (Malaysia) Bhd; Malaysia; On-site; MYR 120,000 - 180,000; Full time

Job summary

UOB United Overseas Bank Limited (UOB) is seeking a Relationship Manager to manage and grow a portfolio of high-value clients, delivering tailored financial solutions and building strong, long-term relationships.

You will identify new business opportunities, provide expert financial advice, and coordinate with credit, product, and legal teams to ensure compliant, client-centric outcomes. This role requires robust banking knowledge and strong communication skills.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• 3-5 years of experience in relationship management within banking or financial services, preferably with corporate or HNWI clients.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong understanding of banking products, services, and financial markets.
• Excellent communication, interpersonal, and presentation skills.

Responsibilities

• Develop and maintain strong, long-term relationships with existing and prospective clients, understanding their financial goals and risk profiles.
• Proactively identify and pursue new business opportunities, cross-selling and up-selling a range of banking products and services (e.g., loans, deposits, investments, wealth management).
• Conduct thorough financial needs analysis and provide expert advice on suitable financial solutions, ensuring alignment with client objectives and regulatory requirements.
• Prepare and present compelling proposals, structuring complex financial products and negotiating terms to secure new business.
• Monitor client portfolios, conduct regular reviews, and provide updates on market trends and product performance.
• Collaborate with internal stakeholders, including product specialists, credit analysts, and legal teams, to deliver comprehensive client solutions.
• Ensure compliance with all internal policies, procedures, and relevant regulatory frameworks.
• Resolve client inquiries and issues promptly and efficiently, maintaining high levels of client satisfaction.
• Stay abreast of industry developments, competitor activities, and economic trends to identify potential impacts on clients and the business.

Skills

Relationship management

Communication

Interpersonal skills

Presentation skills

Negotiation

Education

Bachelor's degree in Business Administration/Finance/Economics

Tools

Microsoft Office

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 Summary

Responsible for managing and growing a portfolio of high-value individual or corporate clients, fostering strong relationships, and providing tailored financial solutions to meet their needs.

Job Responsibilities

• Develop and maintain strong, long-term relationships with existing and prospective clients, understanding their financial goals and risk profiles.
• Proactively identify and pursue new business opportunities, cross-selling and up-selling a range of banking products and services (e.g., loans, deposits, investments, wealth management).
• Conduct thorough financial needs analysis and provide expert advice on suitable financial solutions, ensuring alignment with client objectives and regulatory requirements.
• Prepare and present compelling proposals, structuring complex financial products and negotiating terms to secure new business.
• Monitor client portfolios, conduct regular reviews, and provide updates on market trends and product performance.
• Collaborate with internal stakeholders, including product specialists, credit analysts, and legal teams, to deliver comprehensive client solutions.
• Ensure compliance with all internal policies, procedures, and relevant regulatory frameworks.
• Resolve client inquiries and issues promptly and efficiently, maintaining high levels of client satisfaction.
• Stay abreast of industry developments, competitor activities, and economic trends to identify potential impacts on clients and the business.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on corporate or high-net-worth individual clients.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong understanding of banking products, services, and financial markets.
• Excellent communication, interpersonal, and presentation skills.
• Demonstrated ability to build rapport, influence, and negotiate effectively.
• Sound analytical and problem-solving abilities.
• High level of integrity and a strong commitment to ethical conduct.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, PCE, CEILI) are an added advantage.
• Ability to work independently and as part of a team in a fast-paced environment.

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. We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.