Strategic Commercial Banking Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; Johor Bahru; On-site; MYR 120,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a proactive Relationship Manager to grow a portfolio of high-net-worth and corporate clients in Malaysia. You will assess client needs, tailor banking solutions, and build trusted relationships.

You will conduct financial analyses, craft proposals, and present solutions while coordinating with product, credit, and operations teams. You will meet sales targets and maintain meticulous client records in a fast-paced environment.

Qualifications

• 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.
• 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.

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.
• 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

Relationship management

Sales targets

Client communication

Banking products knowledge

Financial analysis

Education

Bachelor's degree in Business Administration, Finance, Economics

Certifications such as FIMM, PCE, CMFAS advantageous

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a proactive Relationship Manager to grow a portfolio of high-net-worth and corporate clients in Malaysia. You will assess client needs, tailor banking solutions, and build trusted relationships.

You will conduct financial analyses, craft proposals, and present solutions while coordinating with product, credit, and operations teams. You will meet sales targets and maintain meticulous client records in a fast-paced environment.