Senior Relationship Manager – Commercial Banking & Wealth

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

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a proactive Relationship Manager to grow and manage an existing client portfolio in Malaysia. You will deliver tailored financial advice across deposits, loans, investments, and wealth products while driving cross-sell opportunities.

You will engage clients to understand objectives and risk, review portfolios, and collaborate with product and credit teams to ensure excellent service. Fluent English and Bahasa Malaysia are required.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field (Master's degree or certifications advantageous).
• Minimum 3–5 years of relationship management experience in banking/financial services, retail focus preferred.
• Proven track record of achieving sales targets and building client relationships.
• Excellent understanding of banking products, markets and investment principles.
• Strong communication, interpersonal and presentation skills.
• Ability to understand client needs and provide tailored financial solutions.
• High integrity, professionalism and ethical conduct.
• Independent and a team player in a fast-paced environment.

Responsibilities

• Manage and grow a portfolio of existing clients, identifying cross-sell and up-sell opportunities.
• Proactively engage clients to understand financial objectives, risk appetite, and investment preferences.
• Provide comprehensive financial advice across deposits, loans, investments, insurance and wealth products.
• Conduct regular reviews of client portfolios and adjust as needed.
• Acquire new high-net-worth clients through networking and referrals.
• Ensure compliance with internal policies and regulatory requirements.
• Collaborate with product, credit and operations teams to deliver seamless service.
• Prepare and present financial proposals, reports, and presentations to clients.
• Stay updated on market trends and economic developments for informed advice.
• Resolve client inquiries and issues efficiently and professionally.

Skills

Relationship management

Sales targets

Financial advisory

Presentation skills

English

Bahasa Malaysia

Education

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

Master's degree or professional certifications (FIMM, CMSRL)

Tools

MS Office

CRM software

Job description

United Overseas Bank (Malaysia) Bhd is seeking a proactive Relationship Manager to grow and manage an existing client portfolio in Malaysia. You will deliver tailored financial advice across deposits, loans, investments, and wealth products while driving cross-sell opportunities.

You will engage clients to understand objectives and risk, review portfolios, and collaborate with product and credit teams to ensure excellent service. Fluent English and Bahasa Malaysia are required.