About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
Job Summary
As a Relationship Manager at United Overseas Bank (Malaysia) Bhd, you will be responsible for managing and growing a portfolio of high-net-worth individual or corporate clients, providing comprehensive financial solutions and fostering strong, long-term relationships to achieve business targets.
Job Responsibilities
- Proactively acquire, develop, and retain a portfolio of high-net-worth individual or corporate clients, understanding their financial needs and objectives.
- Provide sound financial advice and recommend appropriate banking products and services, including loans, deposits, investments, foreign exchange, and treasury solutions.
- Conduct thorough financial analysis and risk assessments for clients, ensuring compliance with internal policies and regulatory requirements.
- Prepare and present tailored financial proposals and solutions to clients, effectively articulating their value proposition.
- Monitor client portfolios regularly, identifying opportunities for cross-selling and up-selling UOB products and services.
- Build and maintain strong, trusted relationships with clients through regular engagement, communication, and exceptional service delivery.
- Collaborate with product specialists, credit officers, and other internal stakeholders to deliver integrated solutions to clients.
- Stay updated on market trends, competitor activities, and regulatory changes relevant to the banking industry and client segments.
- Achieve agreed-upon sales targets and contribute to the overall growth and profitability of the bank.
- Ensure all client interactions and transactions adhere to UOB's compliance, risk management, and operational policies and procedures.
Job Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on high-net-worth or corporate clients.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of banking products and services, including lending, deposits, investments, and treasury solutions.
- Excellent interpersonal, communication, and presentation skills with the ability to build rapport and influence clients.
- Demonstrated ability to analyze financial data and provide sound financial advice.
- Proactive, results-oriented, and client-focused with a strong commitment to service excellence.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant industry certifications (e.g., FIMM, PCE, CUTE, TBE) are a plus.
- Proficiency in English and Bahasa Malaysia; ability to communicate in other local dialects is an advantage.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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