Relationship Manager - HNW & Corporate Banking

UOB; Malaysia; On-site; MYR 60,000 - 100,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd invites applications for a Relationship Manager to build and manage a portfolio of HNW and corporate clients, delivering tailored banking solutions across deposits, investments, and wealth management.

You will onboard new clients, expand existing relationships, and collaborate with product specialists to offer integrated solutions while achieving sales targets and maintaining high compliance standards.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• 1–2 years of experience in relationship management within banking or financial services.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products 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 and SC licences) will be an added advantage.
• Proficiency in English, Mandarin, and 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 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

Relationship management

Sales target achievement

Financial analysis

Communication skills

Presentation skills

Multilingual communication

Education

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

Job description

United Overseas Bank (Malaysia) Bhd invites applications for a Relationship Manager to build and manage a portfolio of HNW and corporate clients, delivering tailored banking solutions across deposits, investments, and wealth management.

You will onboard new clients, expand existing relationships, and collaborate with product specialists to offer integrated solutions while achieving sales targets and maintaining high compliance standards.