VP, Relationship Manager, Commercial Banking

UOB; Kuching; On-site; MYR 80,000 - 140,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales-oriented

Financial products knowledge

English & Bahasa Malaysia

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Master's degree or certifications advantageous

Tools

MS Office Suite

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

• Manage and grow a portfolio of existing clients, identifying opportunities for cross-selling and up-selling banking products and services.
• Proactively engage with clients to understand their financial objectives, risk appetite, and investment preferences.
• Provide comprehensive financial advice and solutions, including but not limited to deposits, loans, investments, insurance, and wealth management products.
• Conduct regular reviews of client portfolios and financial situations, recommending adjustments as needed.
• Acquire new high-net-worth clients through networking, referrals, and other business development activities.
• Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
• Collaborate with internal stakeholders, including product specialists, credit teams, and operations, to deliver seamless client service.
• Prepare and present financial proposals, reports, and presentations to clients.
• Stay updated on market trends, economic developments, and competitor activities to provide informed advice.
• Resolve client inquiries and issues efficiently and professionally.

Job Qualifications:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A Master’s degree or relevant professional certifications (e.g., FIMM, CMSRL) will be an advantage.
• Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on retail or preferred banking segments.
• Proven track record of achieving sales targets and building strong client relationships.
• Excellent understanding of banking products, financial markets, and investment principles.
• Strong communication, interpersonal, and presentation skills.
• Demonstrated ability to understand client needs and provide tailored financial solutions.
• High level of integrity, professionalism, and ethical conduct.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Fluency in English and Bahasa Malaysia is required. Proficiency in other languages (e.g., Mandarin) is a plus.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate’s age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.