Vp2, Senior Relationship Manager (fig)

UOB

Kuala Lumpur, Malaysia
Portfolio management of nbfis
Client relationship building
Cross-selling financial products
Responsible for managing and growing a portfolio of Non-Bank Financial Institutions, focusing on Insurance Companies, Asset Managers, Funds, Trust Accounts, and Trustees

Job Summary

  • Responsible for managing and growing a portfolio of Non-Bank Financial Institutions, focusing on Insurance Companies, Asset Managers, Funds, Trust Accounts, and Trustees.
  • Work closely with the Bancassurance team and partners to ensure a One Bank mindset in serving client needs and deliver integrated solutions for onshore and offshore markets.
  • UOB is an equal opportunity employer committed to non-discrimination and accommodating candidates during the recruitment process.

Matching Summary

Responsible for managing and growing a portfolio of Non-Bank Financial Institutions, focusing on Insurance Companies, Asset Managers, Funds, Trust Accounts, and Trustees.

Skills & Requirements

Must-have

  • Portfolio management of NBFIs
  • Client relationship building
  • Cross-selling financial products
  • Customer due diligence and KYC compliance
  • Sales driven environment
  • Collaboration across business units

Nice-to-have

  • Strong business acumen
  • Proactive self-starter
  • Excellent communication skills
  • Teamwork and spirit
  • Trusted advisor relationship building

Key Requirements

  • Recognised degree or diploma
  • 6-8 years sales/credit experience
  • Interest in financial planning and investment
  • Strong client management skills

Work Rights

Not specified

Tailored Resume

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