Relationship Manager

UOB Kay Hian (M) Sdn. Bhd.; Penang; On-site; MYR 60,000 - 100,000; Full time

Job summary

UOB Kay Hian (M) Sdn. Bhd. in Georgetown, Penang, is seeking a Relationship Manager to serve individual and corporate clients, delivering tailored investment and brokerage solutions and coordinating with internal teams to ensure smooth transactions.

You will monitor market developments, update clients on opportunities and risks, help onboarding and documentation, and strive to meet performance targets while maintaining compliance and delivering strong client experiences.

Qualifications

• Strong client relationship management and customer service skills.
• Ability to analyze financial information and explain investments clearly.
• Experience organizing client portfolios and maintaining records.
• Proficiency with trading platforms and office software.
• Excellent English communication; multilingual skills are a plus.
• Self-motivated, able to work independently and in a team.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred.
• Experience in banking, brokerage, or financial advisory is beneficial.
• Awareness of regulatory and compliance standards in financial services.

Responsibilities

• Identify client needs and propose suitable financial solutions.
• Handle account inquiries and coordinate with internal teams.
• Monitor market developments and update clients on opportunities or risks.
• Support client onboarding and documentation.
• Meet performance targets and ensure regulatory compliance.

Skills

Relationship management

Interpersonal communication

Customer service

Financial analysis

Capital markets

Explain investments

Portfolio management

Follow-up management

Record keeping

Trading platforms

Office software

English fluency

Multilingual

Self-motivated

Teamwork

Banking experience

Regulatory compliance

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Trading platforms

Job description

Company Description

UOB Kay Hian (M) Sdn. Bhd. is a financial services company operating in Malaysia, with its principal office located at 203 Jalan Bukit Bintang in Kuala Lumpur. The firm is part of a broader regional network that provides investment and brokerage services to a diverse client base. Team members work in a dynamic environment that supports professional growth in capital markets and wealth management. The company emphasizes strong client relationships, service quality, and integrity in all business dealings.

Role Description

This is a full-time, on-site Relationship Manager role based in Georgetown. The Relationship Manager builds and maintains long-term relationships with individual and corporate clients, serving as a primary contact for investment and brokerage services. Daily responsibilities include identifying client needs, proposing suitable financial solutions, handling account inquiries, and coordinating with internal teams to ensure smooth execution of transactions. The role also involves monitoring market developments, updating clients on relevant opportunities or risks, and supporting client onboarding and documentation. Relationship Managers are expected to meet performance targets, ensure compliance with regulatory requirements, and contribute to a positive client experience.

Qualifications

• Strong client relationship management, interpersonal communication, and customer service skills.
• Ability to analyze financial information, understand capital markets, and explain investment products clearly.
• Proficiency in organizing client portfolios, managing follow-ups, and maintaining accurate records.
• Comfort working with digital tools, trading platforms, and basic office software.
• Excellent written and spoken communication skills in English; additional languages are an advantage.
• Self-motivated, able to work independently and as part of a team in a fast-paced environment.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Previous experience in banking, brokerage, or financial advisory roles is beneficial.
• Awareness of regulatory and compliance standards in financial services.