Wealth Relationship Manager – HNW & Corporate

UOB; Klang City; On-site; MYR 60,000 - 100,000; Full time

Job summary

A leading Southeast Asian bank in Klang City is looking for a Relationship Manager for Wealth Banking. The role involves managing a portfolio of High Net Worth clients, providing tailored financial solutions, and achieving sales targets. The ideal candidate should have a Bachelor's degree and experience in relationship management within banking. Excellent communication and analytical skills are essential. Join us to build the future of ASEAN together.

Qualifications

• Minimum of 1-2 years in relationship management in banking or financial services.
• Proven track record of achieving sales targets.
• Relevant professional certifications like FIMM or SC licenses are an advantage.

Responsibilities

• Identify and onboard new High Net Worth or corporate clients.
• Manage and grow an existing client portfolio.
• Conduct financial needs analysis and provide banking solutions.
• Monitor market trends to identify opportunities for clients.
• Ensure compliance with internal policies and banking regulations.

Skills

Relationship management

Sales achievement

Financial analysis

Client retention

Communication skills

Education

Bachelor's degree in Business Administration or related field

Job description

A leading Southeast Asian bank in Klang City is looking for a Relationship Manager for Wealth Banking. The role involves managing a portfolio of High Net Worth clients, providing tailored financial solutions, and achieving sales targets. The ideal candidate should have a Bachelor's degree and experience in relationship management within banking. Excellent communication and analytical skills are essential. Join us to build the future of ASEAN together.