MGR/AVP Relationship Manager - Wealth Banking (USJ Taipan)

2201 United Overseas Bank (Malaysia) Bhd; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

The United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to develop and maintain strong, long‑term relationships with a portfolio of high‑value clients, understanding their financial needs and offering tailored banking solutions.

You will drive cross‑selling and upselling of products, manage clients’ expectations, and collaborate with product specialists, credit analysts, and operations teams to deliver comprehensive, compliant client outcomes.

Qualifications

• Bachelor's degree required in finance-related field.
• 1–2 years in relationship management within banking/financial services, preferably Malaysia.
• Proven track record of meeting sales targets and building client relationships.
• Knowledge of banking products (loans, deposits, investments) and regulatory frameworks.

Responsibilities

• Manage and grow a portfolio of affluent or corporate clients, understanding their financial objectives and risk profiles.
• Proactively identify and develop new business opportunities through referrals, networking, and market intelligence.
• Conduct in-depth financial needs analysis and propose suitable banking products and services.
• Act as a primary point of contact for clients, providing exceptional service and addressing inquiries.
• Prepare and present tailored financial proposals and conduct periodic reviews of client portfolios.
• Monitor market trends, economic conditions and competitors to identify opportunities and threats.
• Ensure compliance with internal policies and regulatory requirements.
• Collaborate with product specialists, credit analysts and operations teams to deliver solutions.
• Achieve agreed-upon sales targets and KPIs related to portfolio growth and revenue.

Skills

Client relationship management

Sales and cross-selling

Communication skills

Multilingual (English Mandarin)

Education

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

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

Relationship Manager

Company: United Overseas Bank (Malaysia) Bhd

Job Summary

The Relationship Manager at UOB Malaysia is responsible for developing and maintaining strong, long-term relationships with a portfolio of high-value clients. This role focuses on understanding client financial needs, offering tailored banking solutions, and driving business growth through cross-selling and up-selling UOB products and services.

Job Responsibilities

• Manage and grow a portfolio of affluent or corporate clients, understanding their financial objectives and risk profiles.
• Proactively identify and develop new business opportunities through client referrals, networking, and market intelligence.
• Conduct in-depth financial needs analysis and propose suitable banking products and services, including loans, deposits, investments, and wealth management solutions.
• Act as a primary point of contact for clients, providing exceptional service, resolving inquiries, and addressing concerns promptly and effectively.
• Prepare and present tailored financial proposals and conduct periodic reviews of client portfolios to ensure alignment with their evolving needs.
• Monitor market trends, economic conditions, and competitor activities to identify potential opportunities and threats.
• Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
• Collaborate with internal stakeholders, including product specialists, credit analysts, and operations teams, to deliver comprehensive client solutions.
• Achieve agreed‑upon sales targets and key performance indicators (KPIs) related to portfolio growth, revenue generation, and client satisfaction.

Job Qualifications

• Bachelor's degree in Finance, Banking, Business Administration, 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 the Malaysian market.
• Proven track record of achieving sales targets and building strong client relationships.
• In-depth knowledge of banking products and services, including lending, deposits, investments, and wealth management.
• Strong understanding of financial markets, economic principles, and regulatory frameworks relevant to the banking sector.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial information clearly and concisely.
• Strong analytical and problem‑solving abilities.
• Client‑centric mindset with a commitment to delivering exceptional service.
• Ability to work independently and as part of a team in a fast‑paced environment.
• Relevant professional certifications (e.g., FIMM, PCE, CEILI) are a distinct advantage.
• Proficiency in English and Mandarin (written and spoken) is essential.
• Proficiency in other languages 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.

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.

Career Site: UOB Career site