Company: 2201 United Overseas Bank (Malaysia) Bhd
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
As a Relationship Manager at United Overseas Bank (Malaysia) Bhd, you will be responsible for managing and growing a portfolio of high-value clients, understanding their financial needs, and providing tailored banking solutions to foster long-term relationships and drive business growth.
Job Responsibilities:**
- Proactively acquire new high-net-worth clients and expand existing relationships through effective needs-based selling and cross-selling of UOB products and services (e.g., deposits, investments, insurance).
- Conduct thorough financial needs analysis and risk profiling for clients to recommend suitable and comprehensive banking solutions.
- Develop and implement individualized relationship strategies to meet client objectives and UOB's business targets.
- Monitor market trends, economic conditions, and competitor activities to identify opportunities and threats to client portfolios and business growth.
- Ensure compliance with all internal policies, regulatory requirements, and ethical standards in all client interactions and transactions.
- Prepare and present regular reports on client portfolio performance, sales activities, and pipeline management.
- Collaborate with product specialists, credit analysts, and other internal stakeholders to deliver integrated solutions and superior client service.
- Resolve client inquiries, feedback, and complaints efficiently and professionally, escalating issues as required.
- Actively participate in training programs and continuous professional development to enhance product knowledge and sales capabilities.
Job Qualifications:**
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 1-2 years of experience in relationship management, sales, or business development within the banking or financial services industry, preferably with a focus on high-net-worth individuals or SMEs.
- Proven track record of achieving sales targets and building strong client relationships.
- Strong understanding of banking products, investment instruments, and financial markets.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Results-oriented with strong analytical and problem-solving abilities.
- Valid relevant licenses/certifications (e.g., FIMM, PCE, CUTE) will be an advantage.
- Proficiency in English and Bahasa Malaysia; ability to communicate in other languages (e.g., Mandarin) is a plus.
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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