MGR/AVP Relationship Manager - Wealth Banking (Puchong)

UOB; Selangor; On-site; MYR 60,000 - 80,000; Full time

Job summary

UOB in Malaysia is seeking a dedicated professional to manage and grow a portfolio of corporate and high-net-worth clients. This position involves fostering strong relationships and identifying cross-selling opportunities for financial products and services.

The ideal candidate should possess a Bachelor's degree, have at least 1-2 years of relationship management experience, and demonstrate strong analytical and interpersonal skills. Join UOB and contribute to the overall business growth while ensuring high levels of customer satisfaction.

Qualifications

• Minimum of 1-2 years of experience in relationship management within banking.
• Strong understanding of financial products and services.
• Valid financial licenses or certifications are a plus.

Responsibilities

• Manage and grow a portfolio of corporate and high-net-worth clients.
• Conduct financial analysis and risk assessments for client proposals.
• Achieve sales targets and contribute to business growth.

Skills

Relationship management

Sales achievement

Analytical skills

Interpersonal skills

Negotiation skills

Education

Bachelor's degree in Business Administration, Finance, Banking, or Economics

Tools

Microsoft Office Suite

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.

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

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.
  
  

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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