Senior Relationship Manager – Wealth & Investment Solutions

uobgroup; Johor; On-site; MYR 45,000 - 80,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia seeks a Personal Banker to market a broad range of banking products and services to clients with robust portfolio potential. You will manage key relationships, assess financial needs, and provide tailored investment guidance to grow client portfolios.

The role emphasizes integrity, professional conduct, and strong communication with clients, aligned with UOB's customer-focused banking approach in Johor and nationwide.

Qualifications

• Experience in the Financial Services industry, preferably experience as a personal banker.
• Candidates with any sales experience are encouraged to apply.
• A high degree of integrity and professionalism, and strong customer relationship management skill
• Strong communication and interpersonal skills
• Dynamic, result driven and self motivated

Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services to potential clients with an AUM starting >100k to 499k.
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances for portfolio expansion.
• Analyse and match customers' financial requirements with the bank's product offerings to best suit their personal investment needs.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivation

Dynamic, results-driven

Job description

United Overseas Bank Limited (UOB) in Malaysia seeks a Personal Banker to market a broad range of banking products and services to clients with robust portfolio potential. You will manage key relationships, assess financial needs, and provide tailored investment guidance to grow client portfolios.

The role emphasizes integrity, professional conduct, and strong communication with clients, aligned with UOB's customer-focused banking approach in Johor and nationwide.