Senior Wealth Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; George Town; On-site; MYR 36,000 - 60,000; Full time

Job summary

UOB United Overseas Bank Limited in Malaysia seeks a results-driven personal banking professional to market a broad range of financial products and advise clients on investment options. You will manage key relationships, assess customer needs, and help grow a diversified portfolio while cross-selling additional products across retail banking services.

Candidates should have a background in financial services, strong integrity, and effective communication.

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

• Promote a wide range of banking products and services to potential clients with AUM >100k to 499k.
• Manage key relationships with existing and potential customers and provide sound advice for portfolio expansion.
• Analyze and match customers’ financial requirements with the bank's offerings to suit their investment needs.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship mgmt

Communication skills

Interpersonal skills

Job description

UOB United Overseas Bank Limited in Malaysia seeks a results-driven personal banking professional to market a broad range of financial products and advise clients on investment options. You will manage key relationships, assess customer needs, and help grow a diversified portfolio while cross-selling additional products across retail banking services.

Candidates should have a background in financial services, strong integrity, and effective communication.