Wealth & Corporate Banking Relationship Manager

2201 United Overseas Bank (Malaysia) Bhd; Subang Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

The United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to develop and maintain strong, long‑term relationships with a portfolio of high‑value clients, understanding their financial needs and offering tailored banking solutions.

You will drive cross‑selling and upselling of products, manage clients’ expectations, and collaborate with product specialists, credit analysts, and operations teams to deliver comprehensive, compliant client outcomes.

Qualifications

• Bachelor's degree required in finance-related field.
• 1–2 years in relationship management within banking/financial services, preferably Malaysia.
• Proven track record of meeting sales targets and building client relationships.
• Knowledge of banking products (loans, deposits, investments) and regulatory frameworks.

Responsibilities

• Manage and grow a portfolio of affluent or corporate clients, understanding their financial objectives and risk profiles.
• Proactively identify and develop new business opportunities through referrals, networking, and market intelligence.
• Conduct in-depth financial needs analysis and propose suitable banking products and services.
• Act as a primary point of contact for clients, providing exceptional service and addressing inquiries.
• Prepare and present tailored financial proposals and conduct periodic reviews of client portfolios.
• Monitor market trends, economic conditions and competitors to identify opportunities and threats.
• Ensure compliance with internal policies and regulatory requirements.
• Collaborate with product specialists, credit analysts and operations teams to deliver solutions.
• Achieve agreed-upon sales targets and KPIs related to portfolio growth and revenue.

Skills

Client relationship management

Sales and cross-selling

Communication skills

Multilingual (English Mandarin)

Education

Bachelor's degree in Finance, Banking, Business Administration, Economics, or related field

Job description

The United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to develop and maintain strong, long‑term relationships with a portfolio of high‑value clients, understanding their financial needs and offering tailored banking solutions.

You will drive cross‑selling and upselling of products, manage clients’ expectations, and collaborate with product specialists, credit analysts, and operations teams to deliver comprehensive, compliant client outcomes.