VP, Relationship Manager, Medium Enterprise

Posted 7 Hours Ago
Be an Early Applicant
Bukit Naga Industrial Park, Klang, Selangor, MYS
In-Office
Mid level
Financial Services
The Role
Manages relationships with medium-enterprise and corporate clients, providing banking, investment, wealth management, lending, deposit, and insurance solutions. The role develops client portfolios, identifies financial needs, prepares recommendations, achieves sales targets, reviews portfolios, monitors markets, maintains CRM records, collaborates with internal specialists, and ensures regulatory compliance.
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

* Develop and maintain strong, long-lasting relationships with a portfolio of individual and corporate clients.
* Identify client needs and provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
* Proactively engage with clients to understand their financial goals and risk profiles, offering suitable UOB products and services.
* Achieve and exceed assigned sales targets for various banking products, including deposits, loans, investments, and insurance.
* Conduct regular reviews of client portfolios to ensure alignment with their financial objectives and market conditions.
* Prepare and present financial proposals and recommendations to clients.
* Collaborate with product specialists and other internal departments to deliver integrated solutions.
* Ensure compliance with all internal policies, procedures, and external regulatory requirements.
* Monitor market trends and competitor activities to identify new business opportunities.
* Maintain accurate and up-to-date client records and sales activities in the CRM system.
Job Qualifications
* Bachelor's degree in Business Administration, Finance, 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 high-net-worth clients.
* Proven track record of achieving sales targets and growing client portfolios.
* Strong understanding of banking products, investment vehicles, and wealth management solutions.
* Excellent communication, interpersonal, and presentation skills.
* Ability to build rapport and trust with clients from diverse backgrounds.
* Results-oriented with a strong drive to succeed.
* Sound knowledge of regulatory requirements and compliance standards in the Malaysian financial sector.
* Relevant professional certifications (e.g., FIMM, PCE, CUTE) are highly advantageous.
* Proficiency in English and Bahasa Malaysia is essential; Mandarin or other local dialects would 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.

Apply now and make a Difference

Skills Required

  • Bachelor's degree in Business Administration, Finance, Economics, or a related field
  • 3-5 years of relationship management experience in banking or financial services
  • Experience preferably focused on high-net-worth clients
  • Proven track record of achieving sales targets and growing client portfolios
  • Strong understanding of banking products, investment vehicles, and wealth management solutions
  • Excellent communication, interpersonal, and presentation skills
  • Ability to build rapport and trust with clients from diverse backgrounds
  • Results-oriented with a strong drive to succeed
  • Knowledge of regulatory requirements and compliance standards in the Malaysian financial sector
  • Relevant professional certifications such as FIMM, PCE, or CUTE
  • Proficiency in English and Bahasa Malaysia
  • Mandarin or other local dialect proficiency
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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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