Senior Banking Sales Executive: Grow High-Value Clients

UOB; Malaysia; On-site; MYR 90,000 - 150,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd invites a Senior Sales Executive to drive revenue growth by acquiring new clients and expanding relationships with existing ones. You will deliver tailored financial solutions and manage a high-net-worth portfolio with a focus on loans, deposits, and investment products.

Based in Malaysia, you will lead strategic sales initiatives, collaborate cross-functionally, and mentor junior teammates while maintaining robust CRM records and meeting stringent regulatory

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or related field.
• Minimum of 5 years of proven sales experience in banking/financial services with a track record of exceeding targets.
• Experience managing and growing a portfolio of high-net-worth individuals or corporate clients.
• In-depth knowledge of banking products including loans, deposits, investment products, and trade finance.
• Excellent communication, presentation, and interpersonal skills with the ability to influence and build rapport at all levels.
• Strong negotiation and closing skills with a results-oriented mindset.
• CRM proficiency and Microsoft Office; ability to work independently in a fast-paced environment.
• CMFAS certification will be an advantage.

Responsibilities

• Develop and execute strategic sales plans to achieve targets.
• Identify new business opportunities through lead generation and networking.
• Build and maintain relationships with high-value clients.
• Conduct financial needs analysis and propose tailored solutions.
• Prepare and present sales proposals and pitches.
• Negotiate terms and close sales while ensuring compliance.
• Collaborate with product teams, credit risk, and operations for onboarding.
• Maintain accurate client records in the CRM.
• Mentor junior sales team members and share best practices.
• Stay updated on market trends and regulatory changes.

Skills

Excellent communication

Presentation skills

Interpersonal skills

Negotiation skills

Teamwork

Integrity

Results-oriented

Education

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

CMFAS certification (advantage)

Tools

CRM software

Microsoft Office Suite

Job description

United Overseas Bank (Malaysia) Bhd invites a Senior Sales Executive to drive revenue growth by acquiring new clients and expanding relationships with existing ones. You will deliver tailored financial solutions and manage a high-net-worth portfolio with a focus on loans, deposits, and investment products.

Based in Malaysia, you will lead strategic sales initiatives, collaborate cross-functionally, and mentor junior teammates while maintaining robust CRM records and meeting stringent regulatory