MGR, Relationship Manager, Medium Enterprise
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What you'll do
- Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
- Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
- Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
- Achieve and exceed assigned sales targets for various banking products, including deposits, loans, investments, and insurance.
- Conduct regular reviews of client portfolios to ensure alignment with their financial objectives and market conditions.
- Prepare and present financial proposals and recommendations to clients.
- Collaborate with product specialists and other internal departments to deliver integrated solutions.
- Ensure compliance with all internal policies, procedures, and external regulatory requirements.
- Monitor market trends and competitor activities to identify new business opportunities.
- Maintain accurate and up-to-date client records and sales activities in the CRM system.
What they're looking for
- 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 clients.
- Proven track record of achieving sales targets and growing client portfolios.
- Strong understanding of banking products, investment vehicles, and wealth management solutions.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build rapport and trust with clients from diverse backgrounds.
- Results-oriented with a strong drive to succeed.
- Sound knowledge of regulatory requirements and compliance standards in the Malaysian financial sector.
- Proficiency in English and Bahasa Malaysia is essential; Mandarin or other local dialects would be an added advantage.
Nice to have
- Relevant professional certifications (e.g., FIMM, PCE, CUTE) are highly advantageous.
- Mandarin or other local dialects would be an added advantage.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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
* Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
* Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
* Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
* Achieve and exceed assigned sales targets for various banking products, including deposits, loans, investments, and insurance.
* Conduct regular reviews of client portfolios to ensure alignment with their financial objectives and market conditions.
* Prepare and present financial proposals and recommendations to clients.
* Collaborate with product specialists and other internal departments to deliver integrated solutions.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
* Monitor market trends and competitor activities to identify new business opportunities.
* Maintain accurate and up-to-date client records and sales activities in the CRM system.
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 clients.
* Proven track record of achieving sales targets and growing client portfolios.
* Strong understanding of banking products, investment vehicles, and wealth management solutions.
* Excellent communication, interpersonal, and presentation skills.
* Ability to build rapport and trust with clients from diverse backgrounds.
* Results-oriented with a strong drive to succeed.
* Sound knowledge of regulatory requirements and compliance standards in the Malaysian financial sector.
* Relevant professional certifications (e.g., FIMM, PCE, CUTE) are highly advantageous.
* Proficiency in English and Bahasa Malaysia is essential; Mandarin or other local dialects would be an added advantage.
Additional Requirements
University-Bachelor - Accounting & BusinessBe 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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