MGR, Relationship Manager, Medium Enterprise

UOB; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking an experienced Relationship Manager to build and maintain a portfolio of high-net-worth and corporate clients. You will provide financial advice across banking products, investments, and wealth management, and drive growth by understanding client goals and risk profiles.

The role requires 3–5 years in relationship management, strong communication, and knowledge of regulatory requirements.

Qualifications

• Bachelor's degree in a relevant field.
• 3–5 years of experience in relationship management, ideally with high-net-worth clients.
• Proven track record of achieving sales targets and portfolio growth.
• Strong understanding of banking products, investments, and wealth management.

Responsibilities

• Develop and maintain relationships with a portfolio of individual and corporate clients.
• Identify client needs and provide comprehensive financial advice across banking products, investments, and wealth management.
• Proactively engage with clients to understand goals and risk profiles, offering suitable UOB products.
• Achieve and exceed sales targets for deposits, loans, investments, and insurance.
• Conduct regular reviews of client portfolios to ensure alignment with objectives and market conditions.
• Prepare and present financial proposals and recommendations to clients.
• Collaborate with product specialists and internal departments for integrated solutions.
• Ensure compliance with internal policies and external regulatory requirements.
• Monitor market trends and competitor activities to identify new opportunities.
• Maintain accurate client records and sales activities in the CRM system.

Skills

Relationship management

Client engagement

Communication skills

Cross-selling

Education

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

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

• Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
• Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
• Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
• Achieve and exceed assigned sales targets for various banking products, including deposits, loans, investments, and insurance.
• Conduct regular reviews of client portfolios to ensure alignment with their financial objectives and market conditions.
• Prepare and present financial proposals and recommendations to clients.
• Collaborate with product specialists and other internal departments to deliver integrated solutions.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Monitor market trends and competitor activities to identify new business opportunities.
• Maintain accurate and up-to-date client records and sales activities in the CRM system.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, 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 high-net-worth clients.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong understanding of banking products, investment vehicles, and wealth management solutions.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Results-oriented with a strong drive to succeed.
• Sound knowledge of regulatory requirements and compliance standards in the Malaysian financial sector.
• Relevant professional certifications (e.g., FIMM, PCE, CUTE) are highly advantageous.
• Proficiency in English and Bahasa Malaysia is essential; Mandarin or other local dialects would be an added advantage.

Additional Requirements

• University-Bachelor - Accounting & Business
• Be a Part of the UOB Family

Equal Opportunity

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.

Company Culture

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.

Brand Recognition

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.