Job 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.

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 developing and nurturing strong, long-term relationships with a portfolio of high-value clients, understanding their financial needs, and providing tailored solutions to meet their objectives.
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Job Responsibilities:**

• Proactively manage and grow a designated portfolio of individual and/or corporate clients, identifying opportunities for cross-selling and up-selling UOB products and services.
• Conduct thorough financial needs analysis for clients, recommending appropriate banking, investment, and insurance solutions.
• Develop and execute strategic client engagement plans to deepen relationships, increase client satisfaction, and achieve revenue targets.
• Monitor market trends and economic conditions to provide informed advice to clients and identify potential risks or opportunities.
• Ensure compliance with all internal policies, regulatory requirements, and ethical standards in all client interactions and transactions.
• Collaborate effectively with internal stakeholders, including product specialists, credit risk, and operations teams, to deliver seamless client service.
• Prepare and present financial proposals, reports, and presentations to clients in a clear and compelling manner.
• Act as the primary point of contact for clients, resolving inquiries and issues efficiently and professionally.
• Actively participate in business development activities, including networking events, to acquire new clients and expand the client base.
• Maintain accurate and up-to-date client records and transaction details within the bank's systems.

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Job Qualifications:**

• Bachelor's degree in Banking, Finance, Business Administration, 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 retail, commercial, or corporate banking.
• Proven track record of achieving sales targets and building strong client relationships.
• In-depth knowledge of banking products and services, including loans, deposits, investments, and wealth management solutions.
• Strong understanding of financial markets, economic principles, and regulatory frameworks relevant to the banking sector in Malaysia.
• Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
• Demonstrated ability to negotiate effectively and influence decision-making.
• Highly organized, meticulous, and able to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Relevant professional certifications (e.g., FIMM, PCE, CUTE, or equivalent) 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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