Relationship Manager, Personal Banking

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

Job summary

A leading banking institution in Malaysia is looking for a motivated professional to market and promote a variety of banking products. This role involves managing client relationships, providing financial advice, and ensuring suitable product offerings for customers. Candidates should have a strong understanding of retail banking and a proactive approach to cross-selling services. This position provides an opportunity to grow in a dynamic financial environment.

Responsibilities

• Responsible for marketing and promoting a wide range of 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