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Relationship Manager

United Overseas Bank

Kuala Lumpur

On-site

MYR 120,000 - 150,000

Full time

14 days ago

Job summary

A leading financial institution in Kuala Lumpur seeks a VP, Relationship Manager for Corporate Wealth Management. This role requires a strong background in wealth management sales and financial products knowledge. The ideal candidate will excel in building customer relationships and ensuring compliance with company standards. Excellent communication and networking skills are essential for success in this position.

Qualifications

  • Successful experience in corporate/commercial wealth management sales.
  • Thorough understanding of financial markets and economic conditions.
  • Ability to build and deepen customer relationships.

Responsibilities

  • Market and sell deposit products to Commercial Banking customers.
  • Implement sales programs to achieve business growth.
  • Ensure compliance with bank's policies and guidelines.

Skills

Corporate/commercial wealth management sales experience
Strong knowledge of financial products and services
Strong negotiating and influencing skills
Excellent communication skills
Excellent presentations and networking skills

Education

University degree in a related area
Job description
VP, Relationship Manager – Corporate Wealth Management

Location: Plaza 1 UOB, KL

About UOB

United Overseas Bank (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. 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.

Job Responsibilities
  • Responsible in marketing and sales of deposit products such as deposits, cash and trade management solutions and Global Markets products to Commercial Banking non-borrowing and borrowing profile customers.
  • Work with borrowing team to grow deposits and coming up with events to drive deposit growth.
  • Build and deepen customer loyalty and satisfaction through word and deed: be a role model, quick to address defects and institute measurements and tracking.
  • Ensure maintenance of the highest possible standards of sales practices and investment advice for clients in line with UOB's advisory and sales processes.
  • Identify market opportunities for business growth & takes charge to implement sales programs to achieve the desired results.
  • Grow the portfolio by way of new client acquisition & relationship deepening through cross-sell of appropriate products.
  • Be fully responsible and accountable for all the customer relationships under management by way of KYC and personally getting to know the top clients of the unit.
  • Exercise sound business judgement and, at all times, to safeguard the interest of the bank as well as that of the customers.
  • To ensure at all times, compliance with the bank's policies and guidelines pertaining to staff behavior, sales, products and marketing.
Job Requirements
  • Must have demonstrated success in a corporate/commercial wealth management sales background within a financial services company.
  • Strong knowledge of financial products and services, financial markets, foreign exchange policy and economic environments.
  • University degree in a related area.
  • Strong negotiating and influencing skills.
  • Excellent presentations and networking skills.
  • Excellent communication skills (both oral and written).
  • Highly developed client service and sales skills as well as in being a first class organizer of both own and others time.
  • Understand management strategy and focus, and ensure adherence of team's game plan towards the same.
  • Positive attitude and personality.

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.

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