- Location
- Kuala Lumpur (City Area), Malaysia
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Experience
- 3+ years
- Education
- Bachelor
- Source
- Workday
Description
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:
Relationship Manager
Job Summary
The Relationship Manager is responsible for building and maintaining strong relationships with a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to achieve business growth and client satisfaction.
Job Responsibilities
* Develop and manage a portfolio of high-net-worth individuals or corporate clients, fostering long-term relationships through proactive engagement.
* Identify client financial needs and cross-sell a wide range of banking products and services, including loans, deposits, investments, and treasury solutions.
* Conduct thorough financial analysis and risk assessments to provide appropriate and compliant financial advice to clients.
* Achieve individual and team sales targets and business growth objectives.
* Stay updated on market trends, competitor activities, and regulatory changes to provide informed advice to clients.
* Prepare and present credit proposals, financial reports, and business plans to internal stakeholders.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
* Act as the primary point of contact for clients, resolving inquiries and issues efficiently and effectively.
* Collaborate with internal departments (e.g., product specialists, credit, operations) to deliver seamless client service.
Job Qualifications
* Bachelor's degree in Banking, Finance, Business Administration, 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 retail or corporate clients.
* Proven track record of achieving sales targets and building strong client relationships.
* Strong understanding of banking products, services, and financial markets.
* Excellent communication, interpersonal, and negotiation skills.
* Ability to analyze financial data and assess credit risk effectively.
* Strong customer service orientation and problem-solving abilities.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Relevant professional certifications (e.g., FIMM, SC licenses) will be an added 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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