Senior Relationship Manager, Medium Enterprise

2201 United Overseas Bank (Malaysia) Bhd; Seremban; On-site; MYR 70,000 - 140,000; Full time

Job summary

UOB Malaysia is seeking an experienced Relationship Manager to manage a portfolio of high-net-worth and corporate clients. You will identify client needs and provide comprehensive financial advice across banking, investments and wealth management products.

You will strive to exceed sales targets, review portfolios regularly, prepare financial propositions, and collaborate with product specialists while ensuring compliance with regulatory requirements.

Qualifications

• Bachelor's degree required; background in banking/financial services preferred.
• Proven ability to achieve sales targets and grow client portfolios.
• Strong understanding of banking products, investments, and wealth management.

Responsibilities

• Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
• Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
• Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
• Achieve and exceed assigned sales targets for deposits, loans, investments, and insurance.
• Conduct regular reviews of client portfolios to ensure alignment with financial objectives and market conditions.
• Prepare and present financial proposals and recommendations to clients.
• Collaborate with product specialists and other internal departments to deliver integrated solutions.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Monitor market trends and competitor activities to identify new business opportunities.
• Maintain accurate and up-to-date client records and sales activities in the CRM system.

Skills

Relationship management

Financial advisory

Sales targets

Client engagement

Regulatory compliance

English & Malay

Education

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

Tools

CRM systems

MS Office

Job description

UOB Malaysia is seeking an experienced Relationship Manager to manage a portfolio of high-net-worth and corporate clients. You will identify client needs and provide comprehensive financial advice across banking, investments and wealth management products.

You will strive to exceed sales targets, review portfolios regularly, prepare financial propositions, and collaborate with product specialists while ensuring compliance with regulatory requirements.