Mgr/avp, Relationship Manager - Wealth Banking

UOB

Seremban, Malaysia
Portfolio management of high-net-worth clients
Cross-selling banking products and services
Financial analysis and risk assessment
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 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.
  • UOB is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories, guided by values of being Honorable, Enterprising, United and Committed.
  • The role involves proactive client engagement, preparing credit proposals, ensuring compliance, and collaborating with internal teams to deliver seamless client service.

Matching 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.

Skills & Requirements

Must-have

  • Portfolio management of high-net-worth clients
  • Cross-selling banking products and services
  • Financial analysis and risk assessment
  • Achieving sales targets and business growth
  • Client relationship building and maintenance
  • Compliance with regulatory requirements

Nice-to-have

  • Strong communication and negotiation skills
  • Customer service orientation
  • Collaboration with internal departments
  • Market trend and competitor awareness

Key Requirements

  • Bachelor's degree in Banking, Finance or related field
  • 3-5 years experience in banking relationship management
  • Proven sales target achievement
  • Relevant professional certifications (e.g., FIMM, SC licenses)
  • Proficiency in Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter