Wealth Relationship Manager — Grow Client Portfolios

UOB; West Coast Division; On-site; MYR 36,000 - 60,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a motivated Personal Banker to promote banking products, manage client relationships, and tailor financial solutions for individuals with AUM goals.

You will actively cross-sell products, analyze client needs, and provide sound financial guidance. A background in financial services and strong communication are preferred. Join UOB Malaysia and grow with a respected regional bank.

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

• Market and promote a wide range of banking products and services to potential clients with AUM targets.
• Manage key relationships with existing and potential customers and provide sound financial advice.
• Analyse and match customers' financial requirements with the bank's product offerings to suit their investment needs.
• Proactively cross-sell other banking products and services.

Skills

Sales experience

Customer relationship management

Communication skills

Interpersonal skills

Integrity and professionalism

Self-motivation

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a motivated Personal Banker to promote banking products, manage client relationships, and tailor financial solutions for individuals with AUM goals.

You will actively cross-sell products, analyze client needs, and provide sound financial guidance. A background in financial services and strong communication are preferred. Join UOB Malaysia and grow with a respected regional bank.