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Mgr/AVP, Relationship Manager - Wealth Banking
full-timeKuala Terengganu

Summary

Location

Kuala Terengganu

Type

full-time

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About this role

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

Here's a job description for a Relationship Manager at United Overseas Bank (Malaysia) Bhd:

Job Title: Relationship Manager

Company:** United Overseas Bank (Malaysia) Bhd

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Job Summary

The Relationship Manager at United Overseas Bank (Malaysia) Bhd is responsible for managing and growing a portfolio of high-value clients, understanding their financial needs, and providing tailored banking solutions to deepen customer relationships and achieve business targets.

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Job Responsibilities

Develop and maintain strong, long-lasting relationships with a portfolio of existing and prospective high-net-worth individuals or corporate clients.
Proactively identify client needs and offer appropriate UOB banking products and services, including but not limited to deposits, loans, investments, wealth management, and trade finance solutions.
Conduct thorough financial needs analysis and risk assessments for clients, ensuring proposed solutions align with their financial goals and risk appetite.
Achieve individual and team sales targets and key performance indicators (KPIs) for revenue generation, client acquisition, and product penetration.
Prepare and present compelling financial proposals and solutions to clients, demonstrating a deep understanding of UOB's product offerings and the competitive landscape.
Monitor market trends, economic conditions, and regulatory changes to proactively advise clients and identify new business opportunities.
Collaborate effectively with internal departments, such as Product Development, Credit, Legal, and Operations, to ensure seamless client service and solution delivery.
Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements (e.g., BNM guidelines, AML/CFT).
Handle client inquiries, complaints, and service requests efficiently and professionally, ensuring a high level of customer satisfaction.
Maintain accurate and up-to-date client records and pipeline information within the bank's CRM system.

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Job Qualifications


Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on retail, commercial, or corporate banking.
Proven track record of achieving sales targets and building strong client relationships.
Excellent understanding of banking products and services, including lending, deposits, investments, and wealth management.
Strong financial acumen and analytical skills to assess client needs and propose suitable solutions.
Exceptional communication, interpersonal, and negotiation skills.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Relevant professional certifications (e.g., FIMM, PCE, CUTE, TBE) are an advantage.
* Knowledge of local market conditions and regulatory frameworks in 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 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.

Apply now and make a Difference

Other facts

Tech stack
Relationship Management,Client Acquisition,Financial Analysis,Sales Targets,Banking Products,Wealth Management,Communication Skills,Interpersonal Skills,Negotiation Skills,Teamwork,Market Trends,Regulatory Compliance,Customer Satisfaction,CRM Systems,Problem Solving,Analytical Skills

About UOB

We’re here to do Right By You.

At UOB, we aspire to build a better future for the people and businesses in the region.

Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN.

We create solutions tailored to your unique needs through data and relationship-led insights.

Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN.

We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies.

This is how we stay committed to forging a sustainable future for generations to come.

Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1935

What you'll do

  • The Relationship Manager is responsible for managing and growing a portfolio of high-value clients by understanding their financial needs and providing tailored banking solutions. They must achieve sales targets and collaborate with internal departments to ensure seamless client service.

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Frequently Asked Questions

What does a Mgr/AVP, Relationship Manager - Wealth Banking do at UOB?

As a Mgr/AVP, Relationship Manager - Wealth Banking at UOB, you will: the Relationship Manager is responsible for managing and growing a portfolio of high-value clients by understanding their financial needs and providing tailored banking solutions. They must achieve sales targets and collaborate with internal departments to ensure seamless client service..

Why join UOB as a Mgr/AVP, Relationship Manager - Wealth Banking?

UOB is a leading Banking company.

Is the Mgr/AVP, Relationship Manager - Wealth Banking position at UOB remote?

The Mgr/AVP, Relationship Manager - Wealth Banking position at UOB is based in Kuala Terengganu, Terengganu, Malaysia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Mgr/AVP, Relationship Manager - Wealth Banking position at UOB?

You can apply for the Mgr/AVP, Relationship Manager - Wealth Banking position at UOB directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about UOB on their website.