MGR, Relationship Manager, Medium Enterprise

UOB; Seremban; Sur place; MYR 120 000 - 180 000; Plein temps

Résumé du poste

United Overseas Bank (Malaysia) Bhd is seeking a dedicated Relationship Manager to manage a portfolio of individual and corporate clients in Malaysia. You will identify client needs and provide financial advice across banking products, investments, and wealth management to help customers reach their goals.

You will achieve and exceed sales targets for deposits, loans, investments and insurance, conduct regular reviews of client portfolios, and collaborate with product specialists to deliver

Qualifications

• 3–5 years of experience in relationship management in banking/financial services.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong knowledge of banking products, investments, and wealth management solutions.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in English and Bahasa Malaysia; Mandarin or other local dialects would be an added advantage.

Responsabilités

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

Connaissances

Relationship management

Sales target achievement

Financial advisory

Interpersonal skills

Multilingual

Formation

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

Description du poste

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.