Relationship Manager, Banking & Wealth Solutions

UOB; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia is seeking a Relationship Manager to manage a portfolio of high-net-worth clients, provide tailored financial advice, and drive revenue growth. You will collaborate with product specialists to deliver integrated wealth solutions and ensure compliant, high-quality client service.

The role emphasizes identifying client needs, presenting financial proposals, and maintaining accurate CRM records in a fast-paced banking environment.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• 3–5 years of experience in relationship management within banking or financial services, preferably with high-net-worth clients.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong understanding of banking products, investment vehicles, and wealth management solutions.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in English and Bahasa Malaysia; Mandarin or other local dialects would be an added advantage.

Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
• Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
• Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
• Achieve and exceed assigned sales targets for various banking products, including deposits, loans, investments, and insurance.
• Conduct regular reviews of client portfolios to ensure alignment with their financial objectives and market conditions.
• Prepare and present financial proposals and recommendations to clients.
• Collaborate with product specialists and other internal departments to deliver integrated solutions.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Monitor market trends and competitor activities to identify new business opportunities.
• Maintain accurate and up-to-date client records and sales activities in the CRM system.

Skills

Relationship management

Sales targets achievement

Communication skills

Interpersonal skills

Presentation skills

Education

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

Tools

CRM system

Job description

United Overseas Bank Limited (UOB) in Malaysia is seeking a Relationship Manager to manage a portfolio of high-net-worth clients, provide tailored financial advice, and drive revenue growth. You will collaborate with product specialists to deliver integrated wealth solutions and ensure compliant, high-quality client service.

The role emphasizes identifying client needs, presenting financial proposals, and maintaining accurate CRM records in a fast-paced banking environment.