Strategic Corporate Wealth & Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a Senior Corporate Wealth Management Sales professional to drive deposits, cash and trade solutions, and Global Markets products to Commercial Banking clients.

You will expand the client base through cross-selling, maintain high standards of sales practices, and deepen relationships while ensuring KYC compliance and strong presentation/negotiation skills. University degree required; fluent in English.

Qualifications

• Must have demonstrated success in a corporate/commercial wealth management sales background within a financial services company.
• Strong knowledge of financial products and services, financial markets, foreign exchange policy and economic environments.
• University degree in a related area.
• Proficient in English (both written & spoken).
• Strong negotiating and influencing skills.
• Excellent presentation and networking skills.
• Excellent communication skills (both oral and written).
• Highly developed client service and sales skills as well as in being a first class organizer of both own and others time.
• Understand management strategy and focus, and ensure adherence of team’s game plan towards the same.
• Positive attitude and personality.

Responsibilities

• Responsible in marketing and sales of deposit products such as deposits, cash and trade management solutions and Global Markets products to Commercial Banking non-borrowing and borrowing profile customers.
• Work with borrowing team to grow deposits and coming up with events to drive deposit growth.
• Build and deepen customer loyalty and satisfaction through word and deed: be a role model, quick to address defects and institute measurements and tracking.
• Ensure maintenance of the highest possible standards of sales practices and investment advice for clients in line with UOB’s advisory and sales processes.
• Identify market opportunities for business growth & takes charge to implement sales programs to achieve the desired results.
• Grow the portfolio by way of new client acquisition & relationship deepening through cross-sell of appropriate products.
• Be fully responsible and accountable for all the customer relationships under management by way of KYC and personally getting to know the top clients of the unit.
• Exercise sound business judgement and, at all times, to safeguard the interest of the bank as well as that of the customers.
• To ensure at all times, compliance with the bank’s policies and guidelines pertaining to staff behavior, sales, products and marketing.

Skills

Wealth management sales

Financial products knowledge

English proficiency

Negotiation

Presentation skills

Communication skills

Client relationship management

Organization/time management

Education

University degree

Job description

2201 United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a Senior Corporate Wealth Management Sales professional to drive deposits, cash and trade solutions, and Global Markets products to Commercial Banking clients.

You will expand the client base through cross-selling, maintain high standards of sales practices, and deepen relationships while ensuring KYC compliance and strong presentation/negotiation skills. University degree required; fluent in English.