Senior Relationship Manager, Private & Commercial Banking

United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; Presencial; MYR 180.000 - 280.000; Jornada completa

Descripción de la vacante

United Overseas Bank (Malaysia) Bhd is seeking an AVP, Relationship Manager for Commercial Banking to proactively identify and acquire new clients, expand the bank's client base, and manage existing relationships with tailored financial solutions.

The role requires a minimum of 5 years in relationship management within financial services, strong knowledge of wealth management, and excellent communication and negotiation skills.

Formación

• Bachelor's degree in Business, Finance, Economics, or a related field. MBA or CFA designation is a plus.
• Minimum of 5 years of experience in relationship management within the financial services industry, preferably with high-net-worth clients.
• Proven track record of successful client acquisition and portfolio growth.
• Strong understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to build rapport and trust with sophisticated clients.
• Strong analytical and problem-solving abilities.
• Proficiency in relevant banking software and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsabilidades

• Proactively identify and acquire new clients, expanding the bank's client base.
• Manage and cultivate existing client relationships, understanding their financial needs and objectives.
• Develop and implement tailored financial strategies and solutions, including investment products, loans, and other banking services.
• Monitor client portfolios, conduct regular reviews, and provide timely advice on market trends and investment opportunities.
• Collaborate with internal specialists (e.g., product specialists, wealth planners) to deliver integrated financial solutions.
• Ensure compliance with all relevant banking regulations, internal policies, and ethical standards.
• Achieve individual and team sales targets and contribute to the overall growth of the Private Banking division.
• Maintain accurate client records and documentation.

Conocimientos

Client acquisition

Portfolio management

Negotiation

Communication

Analytical thinking

Team collaboration

Educación

Bachelor's degree in Business/Finance/Economics

MBA or CFA designation

Herramientas

Microsoft Office Suite

Banking software

Descripción del empleo

United Overseas Bank (Malaysia) Bhd is seeking an AVP, Relationship Manager for Commercial Banking to proactively identify and acquire new clients, expand the bank's client base, and manage existing relationships with tailored financial solutions.

The role requires a minimum of 5 years in relationship management within financial services, strong knowledge of wealth management, and excellent communication and negotiation skills.