MGR/AVP Relationship Manager - Wealth Banking (Puchong)

2201 United Overseas Bank (Malaysia) Bhd; Puchong; On-site; MYR 100,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to manage a portfolio of corporate and high-net-worth clients, fostering strong relationships and identifying cross-selling opportunities for financial products and services.

You will cultivate long-term client relationships, proactively identify client needs, provide tailored financial solutions, and contribute to achieving sales targets while ensuring regulatory compliance.

Qualifications

• Bachelor's degree in business-related field required.
• 1-2 years in relationship management within banking/finance preferred.
• Proven track record of meeting sales targets.
• Strong understanding of financial products and services.
• Excellent communication, interpersonal and negotiation skills.
• Analytical and problem-solving abilities.
• Ability to work independently and in a fast-paced environment.

Responsibilities

• Cultivate and maintain strong, long-term relationships with corporate and high-net-worth clients.
• Identify client needs and provide tailored financial solutions including loans and wealth management.
• Achieve sales targets and contribute to bank growth.
• Conduct financial analyses and risk assessments for client proposals.
• Prepare and present credit proposals for internal approval.
• Monitor market trends to spot opportunities and threats.
• Ensure high levels of customer satisfaction and compliance with regulations.
• Collaborate with product specialists to deliver comprehensive solutions.

Skills

Relationship management

Sales targets

Negotiation

Communication skills

Financial analysis

Education

Bachelor's degree in Business Admin/Finance/Banking/Economics

Tools

Microsoft Office Suite

Job description

About UOB

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

**Manage and grow a portfolio of corporate and high-net-worth clients, fostering strong relationships and identifying cross-selling opportunities for United Overseas Bank (Malaysia) Bhd's financial products and services.

Job Responsibilities

• Cultivate and maintain strong, long-term relationships with existing and potential corporate and high-net-worth clients.
• Proactively identify client needs and provide tailored financial solutions, including loans, deposits, trade finance, wealth management, and other banking products.
• Achieve individual and team sales targets and contribute to the overall business growth of the bank.
• Conduct thorough financial analysis and risk assessments for client proposals, ensuring compliance with internal policies and regulatory requirements.
• Prepare and present credit proposals, engaging with internal stakeholders for approval.
• Monitor market trends and competitor activities to identify new business opportunities and threats.
• Ensure high levels of customer satisfaction through excellent service delivery and prompt resolution of inquiries and issues.
• Adhere to all regulatory guidelines, bank policies, and ethical standards.
• Collaborate with product specialists and other departments to deliver comprehensive financial solutions.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Banking, Economics, or a related field.
• Minimum of 1-2 years of experience in relationship management within the banking or financial services industry, preferably with exposure to corporate or high-net-worth clients.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of financial products and services, including lending, trade finance, and wealth management.
• Excellent communication, interpersonal, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in Microsoft Office Suite.
• Valid financial licenses or certifications (e.g., FIMM, SC) will be an added advantage.

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.

Company Values

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 Reputation

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.