United Overseas Bank
Financial Services
MGR,RelationshipManager
Neural analysis suggests this role is
optimal for Manager candidates.
“MGR, Relationship Manager at United Overseas Bank. Skills: Relationship management, Sales targets, Banking products. Manage and grow a portfolio of clients. Understand client financial needs”
What You'll Achieve.
Achieve sales targets; Grow client portfolios; Achieve KPIs
Industry & Context.
Problem-solving abilities
What They're Looking For.
Must Have
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, Proven track record of achieving sales targets and growing client portfolios, understanding of banking products and services, including lending, deposits, trade finance, and investment solutions, Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Nice to Have
Knowledge of Malaysian banking regulations and market practices is an advantage
What You'll Do.
Manage and grow a portfolio of clients
Understand client financial needs
Provide tailored banking solutions
Foster long-term relationships
Drive business growth
Develop and maintain strong
long-term relationships with clients
Identify client financial needs
Cross-sell banking products and services
Conduct regular client reviews
Assess client financial situation
Identify new business opportunities
Provide ongoing financial advice
Prepare and present credit proposals
Ensure compliance with internal policies and regulatory requirements
Monitor client accounts and portfolios
Identify potential risks
Implement appropriate mitigation strategies
Achieve sales targets and KPIs
Stay updated on market trends
Stay updated on competitor activities
Stay updated on regulatory changes
Collaborate with internal departments
Ensure seamless client service delivery
Handle client inquiries
Resolve client issues promptly
Adhere to all bank policies
Adhere to all bank procedures
Adhere to all ethical standards
How You'll Work.
Team & Collaboration
Internal departments; Credit teams; Operations teams; Product teams
Communication Scope
Client communication; Interpersonal skills; Negotiation skills
Full Job Description
Company: 2201 United Overseas Bank (Malaysia) Bhd **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** We are seeking a highly motivated Relationship Manager to join our team at United Overseas Bank (Malaysia) Bhd. In this role, you will be responsible for managing and growing a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to foster long-term relationships and drive business growth. Job Responsibilities:** * Develop and maintain strong, long-term relationships with a designated portfolio of individual or corporate clients. * Proactively identify client financial needs and cross-sell a comprehensive range of banking products and services, including loans, deposits, investments, and treasury solutions. * Conduct regular client reviews to assess their financial situation, identify new business opportunities, and provide ongoing financial advice. * Prepare and present credit proposals, ensuring compliance with internal policies and regulatory requirements. * Monitor client accounts and portfolios, identifying potential risks and implementing appropriate mitigation strategies. * Achieve sales targets and key performance indicators (KPIs) related to revenue generation, portfolio growth, and client satisfaction. * Stay updated on market trends, com
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