Relationship Manager

United Overseas Bank Limited; Klang City; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain long-term relationships with a portfolio of clients, understanding their financial needs, and delivering tailored banking solutions across deposits, investments, loans and wealth management.

The role calls for identifying new clients, managing a growing portfolio, and ensuring high client satisfaction while meeting regulatory and internal policy standards.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 1-2 years of experience in relationship management within banking or financial services, 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

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 KPIs.
• Maintain accurate client records and documentation in the bank's systems.

Skills

Client relationship management

Communication skills

Interpersonal skills

Presentation skills

Independent worker

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

Company

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.

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.

About UOB

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.