Wealth Banking Relationship Manager (Klang Valley)

United Overseas Bank (Malaysia) Bhd; Kuala Lumpur; On-site; MYR 60,000 - 110,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is looking for a Relationship Manager to manage client relationships and ensure satisfaction with UOB’s products and services. The role involves understanding client needs and providing tailored solutions, along with cross-selling various banking products to existing customers.

The position emphasizes strong communication, long-term relationship building, and the ability to address customer complaints promptly.

Qualifications

• Experience in Financial Services industry, preferably as a personal banker.
• Candidates with any sales experience are encouraged to apply.
• FIMM, PCE, CEILLI, TBE licenses are a plus.
• 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

• Manage relationships with clients to ensure satisfaction with UOB’s products and services.
• Cross-sell banking products and services to existing customers.
• Handle customer complaints and resolve issues in a timely manner.
• Analyse and match customers’ financial requirements with the bank's offerings to suit their personal investment needs.
• Proactively cross-sell other banking products and services.

Skills

Relationship management

Sales experience

Customer service

Communication skills

Portfolio management

Job description

As a Relationship Manager, you will be responsible for managing relationships with clients to ensure their satisfaction with UOB’s products and services. You will work closely with the client to understand their needs and provide solutions to meet those needs. Your role will also involve cross-selling of banking products and services to existing customers. In addition, you will manage customer complaints and resolve issues in a timely manner. This position requires strong communication skills, as well as the ability to build long-term relationships with clients.

Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, depo and other retail banking products to potential clients with a starting AUM of > 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

Job Requirements

Experience in the Financial Services industry, preferably experience as a personal banker

Candidates with any sales experience are encouraged to apply

Possesses FIMM, PCE, CEILLI, TBE licenses are a plus

A high degree of integrity and professionalism, and strong customer relationship management skill

Strong communication and interpersonal skills

Dynamic, result driven and self-motivated

Unlock job insights

United Overseas Bank ("UOB") was incorporated on 6 August 1935 as the United Chinese Bank. Founded by Datuk Wee Kheng Chiang, the Bank catered mainly to the Fujian community in its early years. The change of name was effected in 1965. Over the past 76 years, UOB has grown from strength to strength. Through a series of acquisitions, it is now a leading bank in Asia. Besides Far Eastern Bank in Singapore, UOB’s major banking subsidiaries in the region are United Overseas Bank (Malaysia), United OverseasBank (Thai), PT Bank UOB Buana and United Overseas Bank (China). Today, the UOB Group has a network of over 500 offices in 19 countries and territories in Asia Pacific, Western Europe and North America.

UOB (Malaysia) offers an extensive range of commercial and personal financial services through its branches, subsidiaries and associate companies: commercial lending, investment banking, treasury services, trade services, cash management, home loans, credit cards, wealth management, general insurance and life assurance.