AVP, Client Acquisition Manager (Butterworth)

Reposted One Month Ago
Be an Early Applicant
Worth, KS, USA
In-Office
Mid level
Financial Services
The Role
Acquire new-to-bank clients for Privilege and Wealth Banking, build long-term relationships, maintain a sales pipeline, run monthly marketing/outreach, collaborate with internal teams, ensure compliant onboarding, cross-sell products, and meet performance-based acquisition targets.
Summary Generated by Built In
Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.


Job Description

Key Responsibilities
  • Acquire and onboard new-to-bank Privilege and Wealth Banking customers to grow portfolio and revenue.
  • Identify and develop sales opportunities through prospecting, networking, referrals, and business development activities.
  • Conduct needs-based financial consultations and recommend suitable banking, wealth, insurance, and lending solutions.
  • Build and maintain strong customer relationships through regular engagement, reviews, and advisory support.
  • Manage sales pipeline, execute marketing campaigns, customer events, and outreach activities to drive acquisition targets.
  • Collaborate with internal stakeholders to ensure a seamless customer onboarding and servicing experience.
  • Ensure compliance with Bank policies, regulatory requirements, KYC standards, and risk management guidelines.
  • Achieve individual sales, acquisition, and revenue targets while maintaining accurate customer and pipeline records.
Requirements
  • Bachelor's Degree in Business, Finance, Banking, Marketing, Economics, or a related field.
  • 2 to 5 years of experience in sales, customer acquisition, relationship management, business development, or financial services.
  • Proven track record in achieving sales and acquisition targets.
  • Experience in Retail Banking, Priority/Privilege Banking, Wealth Management, Insurance, or Financial Services is an advantage.
  • Strong sales, prospecting, networking, and relationship-building skills.
  • Excellent communication, presentation, and interpersonal abilities.
  • Customer-focused, results-driven, and able to thrive in a target-oriented environment.
  • Good understanding of compliance, regulatory requirements, and risk management practices.

Additional Requirements

Develop, Engage, Execute, Strategise

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.

Apply now and make a Difference

Skills Required

  • Proactive new-to-bank customer acquisition and business development
  • Knowledge of Privilege Banking and Wealth Banking product propositions
  • Ability to present tailored financial solutions and convert leads
  • Relationship management and ongoing client engagement
  • Conduct monthly marketing and outreach activities
  • Collaborate with branch colleagues and internal stakeholders
  • Ensure compliance with account opening, documentation and regulatory requirements
  • Identify cross-selling and referral opportunities
  • Performance-driven mindset to meet acquisition and revenue targets
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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