Relationship Manager
UOB · Klang (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves cultivating and maintaining strong, long-term relationships with a portfolio of high-net-worth or corporate clients. The Relationship Manager will understand client financial needs, providing tailored banking solutions to help them achieve their financial objectives. This position requires proactive client acquisition, portfolio growth, and ensuring high levels of client satisfaction and retention.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and onboard new high-net-worth or corporate clients
- Manage and expand an existing client portfolio, ensuring satisfaction
- Analyze financial needs and offer comprehensive banking solutions
- Collaborate with internal specialists for integrated client services
- Monitor market trends and regulations to advise clients
- Prepare proposals, conduct reviews, and manage client expectations
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, Economics, or related field
- 1-2 years of relationship management experience in banking or financial services
- Proven success in achieving sales targets and building client relationships
- Strong understanding of banking products, including investments and loans
- Excellent communication, interpersonal, and presentation skills
- Ability to analyze financial data and provide sound advice
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Client Acquisition
- Financial Needs Analysis
- Banking Products
- Wealth Management
- Sales Targets
- Compliance
- English
- Mandarin
- Bahasa Malaysia
ทักษะเพิ่มเติม / Nice to have
- FIMM Certification
- SC Licenses