MGR, Client Acquisition Manager (Klang)

UOB; Klang City; On-site; MYR 60,000 - 100,000; Full time

Job summary

UOB Malaysia in Klang is seeking a Client Acquisition Manager to drive new-to-bank client growth, promote Privilege Banking and Wealth propositions, and build strong relationships across the onboarding journey.

The role involves identifying prospective clients, tailoring financial solutions, maintaining an active sales pipeline, and ensuring due diligence standards are met, with monthly outreach and cross-functional collaboration to hit targets.

Qualifications

• Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions.
• Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service.
• Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
• Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
• Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
• Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.
• This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.

Responsibilities

• Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions.
• Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service.
• Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.
• Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.
• Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.
• Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.
• This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

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

Client Acquisition Manager (CAM) role and key responsibilities:

1) Customer Acquisition & Business Development

Proactively acquire new-to-bank customers and promote the bank’s Privilege Banking and Wealth Banking propositions. This includes identifying prospective clients, presenting tailored financial solutions, and converting leads into successful acquisitions.

2) Relationship Management

Build and nurture long-term relationships with customers by understanding their financial needs, ensuring consistent follow-ups, and providing ongoing service. Actively maintain a healthy sales pipeline and drive customer engagement.

3) Monthly Marketing & Outreach Activities

Carry out consistent monthly marketing calls and engagement activities to grow the client base, increase brand awareness, and strengthen client relationships.

4) Collaboration with Internal Stakeholders

Work closely with branch colleagues and other internal departments to meet acquisition targets and support clients effectively throughout their onboarding journey.

5) Compliance & Policy Adherence

Ensure all account opening processes and documentation strictly comply with the bank’s internal policies, regulatory requirements, and due diligence standards.

6) Cross-Selling & Referrals

Identify opportunities for cross-selling relevant financial products and services. Participate in cross-referral initiatives within the bank to optimize customer value and deepen product penetration.

7) Performance-Based Incentives

This is a sales-driven, performance-based role that rewards success. Attractive incentive schemes are in place for meeting and exceeding acquisition and revenue targets.

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.