Relationship Manager

United Overseas Bank; Klang City; On-site; MYR 67,000 - 112,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain a portfolio of high-net-worth and corporate clients. You will understand clients' financial needs and provide tailored banking solutions across deposits, investments, loans, and wealth management, aiming to grow the book and deepen client engagement.

You will identify prospects, onboard new clients, manage risk, and work with product specialists and credit analysts to present compelling proposals.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or related field.
• 1–2 years in relationship management within banking/financial services.
• Proven track record of achieving sales targets.
• Proficiency in English, Mandarin, Bahasa Malaysia.
• Industry certifications (e.g., FIMM, SC licenses) are an added advantage.

Responsibilities

• Identify, acquire and onboard high-net-worth or corporate clients.
• Grow and manage a portfolio with high client satisfaction and retention.
• Perform financial needs analysis and provide tailored advice across deposits, investments, loans and wealth management.
• Collaborate with product specialists, credit analysts and other stakeholders to deliver holistic solutions.
• Monitor market trends and regulatory changes to identify opportunities and mitigate risks.
• Prepare financial proposals, conduct client reviews and manage expectations.
• Ensure compliance with internal policies and regulations.
• Achieve sales targets and KPIs.
• Maintain accurate client records in the bank's systems.

Skills

Relationship management

Sales target achievement

Communication skills

Financial analysis

Team collaboration

Self-motivation

Education

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

Tools

CRM systems

Financial software

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

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

Job Description

Relationship Manager

Company:** United Overseas Bank (Malaysia) Bhd

Job Summary

The Relationship Manager is responsible for building and maintaining strong, long-term relationships with a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to achieve their financial goals.

Job Responsibilities

• Proactively identify, acquire, and onboard new High Net Worth (HNW) or corporate clients, developing a robust client pipeline through networking, referrals, and strategic outreach.
• Manage and grow an existing portfolio of HNW or corporate clients, ensuring high levels of client satisfaction and retention.
• Conduct in-depth financial needs analysis and provide comprehensive financial advice and solutions across a range of products including deposits, investments, loans, and wealth management services.
• Collaborate with product specialists, credit analysts, and other internal stakeholders to deliver integrated and holistic banking solutions to clients.
• Monitor market trends, economic conditions, and regulatory changes to identify opportunities and mitigate risks for clients.
• Prepare and present financial proposals, conduct regular client reviews, and manage client expectations effectively.
• Ensure full compliance with all internal policies, banking regulations, and ethical standards.
• Achieve individual and team sales targets and key performance indicators (KPIs).
• Maintain accurate client records and documentation in the bank's systems.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, 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 HNW or corporate clients.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products and services, including investments, loans, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Ability to analyze financial data, interpret market trends, and provide sound financial advice.
• Self-motivated, results-oriented, and able to work independently as well as part of a team.
• Relevant professional certifications (e.g., FIMM, SC licenses) will be an added advantage.
• Proficiency in English, Mandarin, Bahasa Malaysia

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.