MGR, Relationship Manager, Medium Enterprise

UOB; Negeri Sembilan; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd seeks an experienced Relationship Manager to manage a diversified client portfolio in Malaysia. You will deliver tailored financial solutions across banking, investments, and wealth management, while building trusted client relationships.

The role emphasizes achieving sales targets, conducting regular portfolio reviews, and collaborating with product teams to provide integrated offerings. Fluency in English and Bahasa Malaysia is essential.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• 3-5 years of experience in relationship management within banking/financial services, preferably with high-net-worth clients.
• Proven track record of achieving sales targets and growing client portfolios.
• Sound knowledge of regulatory requirements and compliance in the Malaysian financial sector.
• Professional certifications (e.g., FIMM, PCE, CUTE) are advantageous.
• Proficiency in English and Bahasa Malaysia; Mandarin or other local dialects are a plus.

Responsibilities

• Develop and maintain strong relationships with a portfolio of individual and corporate clients.
• Identify client needs and provide financial advice and solutions across banking products, investments, and wealth management.
• Proactively engage clients to understand goals and risk profiles, offering suitable UOB products and services.
• 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 to deliver integrated solutions.
• Ensure compliance with internal policies and external regulatory requirements.
• Monitor market trends and competitor activities to identify new business opportunities.
• Maintain accurate client records and sales activities in the CRM system.

Skills

Relationship management

Sales target attainment

Financial advisory

Communication

Regulatory compliance

Education

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

Tools

CRM software

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

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

• 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

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.