Senior Relationship Manager, Private & Corporate Banking

uobgroup; Kuala Lumpur; On-site; MYR 120,000 - 170,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Kuala Lumpur seeks an experienced Senior Relationship Manager to grow and manage a portfolio of high-net-worth and corporate clients. You will tailor banking solutions, analyze client needs, and maintain strong relationships to drive revenue and client satisfaction.

The role requires deep knowledge of lending, deposits, investments, and treasury products, along with excellent communication, negotiation, and analytical skills.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 6 years of experience in relationship management within the banking or financial services industry.
• Proven track record of achieving sales targets and building strong client relationships.
• Strong understanding of banking products and services, including lending, deposits, investments, and treasury solutions.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to analyze financial data, assess risk, and make sound recommendations.
• Customer-centric mindset with a commitment to delivering exceptional service.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, PCE, CMFAS) are an advantage.

Responsibilities

• Proactively manage and grow a portfolio of high-net-worth or corporate clients, identifying and pursuing new business opportunities.
• Develop a deep understanding of clients' financial situations, objectives, and risk appetites to provide tailored banking products and services, including loans, deposits, investments, and wealth management solutions.
• Conduct thorough financial analysis and risk assessments for clients, ensuring compliance with internal policies and regulatory requirements.
• Prepare and present compelling financial proposals and solutions to clients, effectively communicating benefits and addressing concerns.
• Act as the primary point of contact for clients, resolving inquiries, addressing issues, and ensuring a high level of customer satisfaction.
• Collaborate effectively with internal stakeholders, including product specialists, credit analysts, and operations teams, to deliver seamless client service.
• Stay updated on market trends, competitor activities, and regulatory changes to identify opportunities and mitigate risks.
• Achieve sales and revenue targets for the assigned portfolio, contributing to the overall growth of the bank.
• Maintain accurate and up-to-date client records and documentation.

Skills

Communication skills

Negotiation skills

Relationship management

Sales targets

Analytical ability

Education

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

Tools

MS Office

Job description

United Overseas Bank Limited (UOB) in Kuala Lumpur seeks an experienced Senior Relationship Manager to grow and manage a portfolio of high-net-worth and corporate clients. You will tailor banking solutions, analyze client needs, and maintain strong relationships to drive revenue and client satisfaction.

The role requires deep knowledge of lending, deposits, investments, and treasury products, along with excellent communication, negotiation, and analytical skills.