Relationship Manager, Personal Banking

UOB; Batu Pahat; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a motivated individual to market and promote a variety of banking products and services. You will manage key client relationships, providing valuable financial advice to enhance their portfolios. The role involves analyzing customer needs and matching them with suitable banking offerings, along with proactive cross-selling of other products. Ideal candidates will have excellent communication skills and a strong understanding of financial services.

Responsibilities

• Responsible for marketing and promoting various banking products and services.
• Manage key relationships with existing and potential customers.
• Analyse and match customers’ financial requirements with product offerings.
• Proactively cross-sell other banking products and services.

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