MGR/AVP, Relationship Manager - Wealth Banking (Seremban)

UOB; Negeri Sembilan; On-site; MYR 89,000 - 167,000; Full time

Benefits offered by this job

Equal opportunity employer

Supportive onboarding

Job summary

United Overseas Bank Limited (UOB) Malaysia is seeking a Relationship Manager to build and maintain a portfolio of high-net-worth and corporate clients, delivering tailored banking solutions.

You will cross-sell loans, deposits, investments, and treasury products, conduct financial analysis, assess credit risk, and ensure regulatory compliance while achieving sales targets. Collaborative with product, credit, and operations teams is essential.

Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, or a related field.
• 3-5 years of experience in relationship management within banking or financial services.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products, services, and financial markets.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to analyze financial data and assess credit risk effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, SC licenses) are a plus.

Responsibilities

• Develop and manage a portfolio of high-net-worth individuals or corporate clients, fostering long-term relationships.
• Identify client financial needs and cross-sell loans, deposits, investments, and treasury solutions.
• Conduct financial analysis and risk assessments to provide appropriate financial advice.
• Achieve individual and team sales targets and business growth objectives.
• Stay updated on market trends, competitor activities, and regulatory changes.
• Prepare and present credit proposals, financial reports, and business plans to internal stakeholders.
• Ensure compliance with internal policies and external regulatory requirements.
• Act as the primary point of contact for clients and resolve inquiries efficiently.
• Collaborate with product, credit, and operations teams to deliver seamless client service.

Skills

Relationship management

Sales targets

Communication

Financial analysis

Customer service

MS Office

Education

Bachelor's degree in Banking, Finance, Business Administration, or related field

Tools

MS Office

Job description

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

Relationship Manager

Job Summary

The Relationship Manager is responsible for building and maintaining strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to achieve business growth and client satisfaction.

Job Responsibilities

• Develop and manage a portfolio of high-net-worth individuals or corporate clients, fostering long-term relationships through proactive engagement.
• Identify client financial needs and cross-sell a wide range of banking products and services, including loans, deposits, investments, and treasury solutions.
• Conduct thorough financial analysis and risk assessments to provide appropriate and compliant financial advice to clients.
• Achieve individual and team sales targets and business growth objectives.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
• Prepare and present credit proposals, financial reports, and business plans to internal stakeholders.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Act as the primary point of contact for clients, resolving inquiries and issues efficiently and effectively.
• Collaborate with internal departments (e.g., product specialists, credit, operations) to deliver seamless client service.

Job Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, 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 retail or corporate clients.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products, services, and financial markets.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to analyze financial data and assess credit risk effectively.
• Strong customer service orientation and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, SC licenses) will be an added advantage.

Additional Requirements

University-Bachelor

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.