Relationship Officer-PV

UOB; Subang Jaya; Vor Ort; MYR 67.000 - 112.000; Vollzeit

Zusammenfassung

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Officer-PV to build and nurture strong relationships with a portfolio of high-value Private Banking clients, delivering tailored financial solutions and driving business growth at the USJ Taipan onsite location.

You will manage a portfolio, develop wealth strategies, identify new clients, and provide expert advice on deposits, loans, investments and insurance while ensuring compliance and reporting.

Qualifikationen

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• 3–5 years of relationship management experience in banking or financial services.
• Proven track record of meeting sales targets and building client relationships.
• Strong communication, interpersonal, and negotiation skills.
• Ability to work independently and as part of a team.

Aufgaben

• Manage and grow a portfolio of high-net-worth clients, understanding their financial needs and objectives.
• Develop and implement wealth management strategies including investments, financing, and succession planning.
• Proactively identify and acquire new Private Banking clients through referrals, networking, and direct engagement.
• Provide expert advice on financial products, deposits, loans, investments, insurance, and FX.
• Monitor market trends to provide timely financial insights to clients.
• Collaborate with product specialists to deliver integrated solutions.
• Ensure full compliance with internal policies and regulatory requirements.
• Maintain accurate client records and prepare portfolio reports.
• Represent the bank at client events and industry functions.

Kenntnisse

Relationship management

Sales targets

Communication

Client engagement

Negotiation

Ausbildung

Bachelor's degree in Finance/Business/Economics

Master's or CFA/ CFP desirable

Jobbeschreibung

## Relationship Officer-PVApply: Onsite: USJ Taipan (City Area): Full time: Posted Today: JR96243Company: 2201 United Overseas Bank (Malaysia) Bhd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow. **Job Description**Job Summary\\*\\* The Relationship Officer-PV is responsible for building and nurturing strong relationships with a portfolio of high-value customers, providing tailored financial solutions, and driving business growth within the Private Banking sector of United Overseas Bank (Malaysia) Bhd. Job Responsibilities\\*\\* \\* Manage and grow a portfolio of high-net-worth individual clients, understanding their financial needs and objectives. \\* Develop and implement comprehensive wealth management strategies, including investment, financing, and succession planning. \\* Proactively identify and acquire new Private Banking clients through referrals, networking, and direct engagement. \\* Provide expert advice on a wide range of financial products and services, including deposits, loans, investments, insurance, and foreign exchange. \\* Monitor market trends and economic conditions to provide timely and relevant financial insights to clients. \\* Collaborate with product specialists and internal stakeholders to deliver integrated and holistic financial solutions. \\* Ensure full compliance with all internal policies, procedures, and regulatory requirements. \\* Maintain accurate and up-to-date client records and prepare regular reports on portfolio performance and client activities. \\* Represent the bank at client events and industry functions to enhance brand visibility and foster client relationships. Job Qualifications\\*\\* \\* Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., CFA, CFP) is highly desirable. \\* Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with exposure to Private Banking or high-net-worth clients. \\* Proven track record of achieving sales targets and building strong client relationships. \\* In-depth knowledge of financial products and services, including investment instruments, wealth management solutions, and credit facilities. \\* Excellent communication, interpersonal, and negotiation skills. \\* Strong analytical and problem-solving abilities. \\* Ability to work independently and as part of a team in a fast-paced environment. \\* High level of integrity and strong ethical conduct. \\* Proficiency in English and Bahasa Malaysia. Fluency in other languages (e.g., Mandarin) is an advantage.