Wealth Relationship Manager — Build Elite Client Solutions

2201 United Overseas Bank (Malaysia) Bhd; Seremban; Vor Ort; MYR 60.000 - 100.000; Vollzeit

Zusammenfassung

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain strong relationships with a portfolio of clients, understanding their financial needs and delivering tailored banking solutions to drive business growth.

The role requires strong communication, negotiation, and analytical skills, with a proven sales record in banking. You will collaborate with product, credit, and operations teams to ensure seamless client service.

Qualifikationen

• Bachelor's degree in Banking, Finance, Business Administration, or related field.
• Proven ability to communicate clearly with clients and internal stakeholders.
• Experience in relationship management within banking or financial services.
• Strong sales orientation with a track record of meeting targets.
• Knowledge of banking products, services, and financial markets.
• Proficient with Microsoft Office applications; certifications are a plus.

Aufgaben

• Develop and manage a portfolio of high-net-worth individuals or corporate clients, fostering long-term relationships through proactive engagement.
• Identify client financial needs and cross-sell a wide range of banking products and services, including loans, deposits, investments, and treasury solutions.
• Conduct thorough financial analysis and risk assessments to provide appropriate and compliant financial advice to clients.
• Achieve individual and team sales targets and business growth objectives.
• Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
• Prepare and present credit proposals, financial reports, and business plans to internal stakeholders.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Act as the primary point of contact for clients, resolving inquiries and issues efficiently and effectively.
• Collaborate with internal departments (e.g., product specialists, credit, operations) to deliver seamless client service.

Kenntnisse

Communication skills

Interpersonal skills

Negotiation skills

Analytical ability

Customer service

Credit risk assessment

Ausbildung

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

Jobbeschreibung

United Overseas Bank (Malaysia) Bhd is seeking a Relationship Manager to build and maintain strong relationships with a portfolio of clients, understanding their financial needs and delivering tailored banking solutions to drive business growth.

The role requires strong communication, negotiation, and analytical skills, with a proven sales record in banking. You will collaborate with product, credit, and operations teams to ensure seamless client service.