Relationship Manager
Job Summary
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 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 Description
Relationship Manager
Company:** United Overseas Bank (Malaysia) Bhd
Job Summary
The Relationship Manager is responsible for building and maintaining strong long-term relationships with a portfolio of clients understanding their financial needs and providing tailored banking solutions to achieve their financial goals.
Job Responsibilities
* Proactively identify acquire and onboard new High Net Worth (HNW) or corporate clients developing a robust client pipeline through networking referrals and strategic outreach.
* Manage and grow an existing portfolio of HNW or corporate clients ensuring high levels of client satisfaction and retention.
* Conduct in-depth financial needs analysis and provide comprehensive financial advice and solutions across a range of products including deposits investments loans and wealth management services.
* Collaborate with product specialists credit analysts and other internal stakeholders to deliver integrated and holistic banking solutions to clients.
* Monitor market trends economic conditions and regulatory changes to identify opportunities and mitigate risks for clients.
* Prepare and present financial proposals conduct regular client reviews and manage client expectations effectively.
* Ensure full compliance with all internal policies banking regulations and ethical standards.
* Achieve individual and team sales targets and key performance indicators (KPIs).
* Maintain accurate client records and documentation in the banks systems.
Job Qualifications
* Bachelors degree in Business Administration Finance Economics or a related field.
* Minimum of 1-2 years of experience in relationship management within the banking or financial services industry preferably with exposure to HNW or corporate clients.
* Proven track record of achieving sales targets and building strong client relationships.
* Strong understanding of banking products and services including investments loans and wealth management.
* Excellent communication interpersonal and presentation skills.
* Ability to analyze financial data interpret market trends and provide sound financial advice.
* Self-motivated results-oriented and able to work independently as well as part of a team.
* Relevant professional certifications (e.g. FIMM SC licenses) will be an added advantage.
* Proficiency in English Mandarin Bahasa Malaysia
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidates 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.
Apply now and make a Difference
Required Experience:
IC
About Company
UOB: Right by you for 80 years & beyond. 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 ... View more