Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a Personal Banker to promote a wide range of banking products and services to potential clients. You will manage existing and new relationships, and provide sound financial guidance to grow clients' portfolios.

The role emphasizes cross-selling, high integrity, and excellent communication, with a client-centric approach to meet financial goals and bank investment opportunities.

Qualifications

• Experience in the Financial Services industry, preferably as a personal banker.
• Sales experience is encouraged.
• High integrity and professionalism with strong customer relationships.
• Excellent communication and interpersonal skills.

Responsibilities

• Promote a wide range of banking products to potential clients.
• Manage relationships with existing and prospective customers and provide sound financial advice.
• Analyse customers' financial needs and match with bank offerings to grow investment opportunities.
• Cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivated

Financial services knowledge

Portfolio upselling

Job description

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

Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients with a starting AUM of > 100k to 499k

Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion

Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities

Proactively cross-sell other banking products and services

JOB REQUIREMENTS

• Experience in the Financial Services industry, preferably experience as a personal banker
• Candidates with any sales experience are encouraged to apply
• A high degree of integrity and professionalism, and strong customer relationship management skill
• Strong communication and interpersonal skills
• Dynamic, result driven and self motivated

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.

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.

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.

Career Site: UOB Career site