Wealth Relationship Manager

UOB; West Coast Division; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution is seeking a professional to manage and promote a diverse range of banking products in Malaysia. The role involves building and maintaining key customer relationships, providing tailored financial advice, and actively expanding portfolios through effective marketing strategies. Candidates should have experience in the banking sector and strong analytical skills to match products with customer needs. This position offers a dynamic work environment and growth opportunities.

Qualifications

• Experience in marketing and promoting banking products.
• Ability to analyse customer financial requirements.
• Strong relationship management skills.

Responsibilities

• Market and promote banking products and services.
• Manage key relationships with customers.
• Proactively cross-sell banking products.

Job description

Job Description

• Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits 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