Wealth Banking Relationship Manager — AVP/Mgr

UOB; West Coast Division; On-site; MYR 50,000 - 73,000; Full time

Job summary

United Overseas Bank Limited (UOB) in Malaysia seeks a dynamic personal banker to market and promote a wide range of banking products. You will manage key relationships with existing and potential clients, helping them grow and manage their assets with tailored financial solutions.

The role focuses on understanding customers' financial needs, presenting suitable investment options, and proactively cross-selling additional services, while upholding integrity and strong customer service.

Qualifications

• Experience in the Financial Services industry, preferably experience as a personal banker.
• Candidates with any sales experience are encouraged to apply.
• A high degree of integrity and professionalism, and strong customer relationship management skill.
• Strong communication and interpersonal skills.
• Dynamic, result driven and self motivated.

Responsibilities

• Marketing and promoting a wide range of banking products and services, to potential clients with starting AUM > 100k to 499k
• Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
• Analyse and match customers’ financial requirements with the bank’s product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
• Proactively cross-sell other banking products and services

Skills

Sales experience

Customer relationship management

Strong communication

Integrity and professionalism

Self-motivated

Job description

United Overseas Bank Limited (UOB) in Malaysia seeks a dynamic personal banker to market and promote a wide range of banking products. You will manage key relationships with existing and potential clients, helping them grow and manage their assets with tailored financial solutions.

The role focuses on understanding customers' financial needs, presenting suitable investment options, and proactively cross-selling additional services, while upholding integrity and strong customer service.