Senior Wealth Relationship Manager for Portfolio Growth

UOB; Penang; On-site; MYR 42,000 - 60,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Penang, Malaysia, is seeking a capable Personal Banker to promote a wide range of banking products and manage client relationships. You will advise on investments, cross-sell services, and assist clients with financial planning to expand portfolios.

The ideal candidate has experience in financial services, strong communication skills, and a customer-focused mindset, with integrity and drive to achieve targets.

Qualifications

• Experience in financial services, preferably as a personal banker.
• Sales experience is encouraged to apply.
• High integrity and professionalism with strong customer relationships.
• Strong communication and interpersonal abilities.

Responsibilities

• Marketing and promoting banking products to potential clients with AUM > 100k to 499k.
• Manage relationships and provide sound financial management advice for portfolio growth.
• Analyze customers' financial requirements and match with product offerings.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Integrity

Job description

United Overseas Bank Limited (UOB) in Penang, Malaysia, is seeking a capable Personal Banker to promote a wide range of banking products and manage client relationships. You will advise on investments, cross-sell services, and assist clients with financial planning to expand portfolios.

The ideal candidate has experience in financial services, strong communication skills, and a customer-focused mindset, with integrity and drive to achieve targets.