VP, High-Net-Worth Commercial Banking Relationship Manager

UOB

Kuching

Sur place

MYR 80 000 - 140 000

Plein temps

14 jours+

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Résumé du poste

United Overseas Bank (Malaysia) Bhd in Malaysia is seeking a Relationship Manager to manage and grow a portfolio of high-net-worth clients, focusing on cross-selling banking products and wealth solutions. You will provide tailored financial advice, conduct portfolio reviews, acquire new clients, ensure compliance, and collaborate with product, credit and operations to deliver exceptional client service.

Fluent English and Bahasa Malaysia are required, with 3–5 years in relationship management

Qualifications

Bachelor's degree in Finance, Business Administration, Economics or related field.
3–5 years in relationship management within banking/financial services.
Track record of achieving sales targets and building client relationships.
Solid understanding of banking products, markets and investments.
Strong communication, interpersonal and presentation skills.
Fluency in English and Bahasa Malaysia; Mandarin a plus.

Responsabilités

Manage and grow a portfolio of existing clients with cross-selling opportunities.
Engage clients to understand objectives, risk appetite and investment preferences.
Provide financial advice including deposits, loans, investments, insurance and wealth solutions.
Conduct reviews of portfolios and adjust as needed.
Acquire new high-net-worth clients through networking and referrals.
Ensure compliance with internal policies and regulatory requirements.
Collaborate with product, credit and operations to deliver service.
Prepare and present financial proposals, reports and presentations.
Stay updated on market trends and economic developments.
Resolve client inquiries efficiently and professionally.