Senior Wealth Relationship Manager | Strategy & Growth

UOB; Seremban; Vor Ort; MYR 80.000 - 120.000; Vollzeit

Zusammenfassung

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain a portfolio of clients, understanding their financial needs and delivering tailored banking solutions for growth and satisfaction.

The role requires managing high-net-worth and corporate clients, cross-selling loans, deposits, investments, and treasury services, and conducting risk assessments to provide compliant advice. Strong communication and negotiation skills are essential.

Qualifikationen

• Bachelor’s degree in Banking, Finance, Business Administration, or a related field.
• Minimum of 3-5 years of experience in relationship management within banking/financial services.
• Proven track record of achieving sales targets and building client relationships.

Aufgaben

• Develop and manage a portfolio of high-net-worth individuals or corporate clients, fostering long-term relationships.
• Identify client financial needs and cross-sell a wide range of banking products and services, including loans, deposits, investments, and treasury solutions.
• Conduct thorough financial analysis and risk assessments to provide appropriate and compliant financial advice to clients.
• Achieve individual and team sales targets and business growth objectives.
• Collaborate with internal departments to deliver seamless client service.

Kenntnisse

Relationship management

Sales targets

Credit risk assessment

Banking products

Financial analysis

Ausbildung

Bachelor’s degree in Banking/Finance/Business Administration

Tools

Microsoft Office

Jobbeschreibung

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain a portfolio of clients, understanding their financial needs and delivering tailored banking solutions for growth and satisfaction.

The role requires managing high-net-worth and corporate clients, cross-selling loans, deposits, investments, and treasury services, and conducting risk assessments to provide compliant advice. Strong communication and negotiation skills are essential.