MGR, Relationship Manager - Wealth Banking (Jalan Ampang)
UOB · Jalan Ampang (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding a portfolio of high-net-worth or corporate clients. The Relationship Manager will identify client financial needs, offer tailored banking solutions, and ensure high satisfaction. This position requires proactive client acquisition, comprehensive financial advice, and collaboration with internal teams to deliver integrated solutions.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire new high-net-worth or corporate clients and build a strong pipeline.
- Manage and grow an existing client portfolio, ensuring high satisfaction.
- Analyze financial needs and provide comprehensive advice and solutions.
- Collaborate with specialists to deliver integrated banking solutions.
- Monitor market trends and regulations to identify opportunities and mitigate risks.
- Achieve individual and team sales targets and key performance indicators.
คุณสมบัติ / Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- 1-2 years of relationship management experience in banking, preferably with HNW or corporate clients.
- Proven track record of achieving sales targets and building strong client relationships.
- Strong understanding of banking products, investments, and wealth management.
- Excellent communication, interpersonal, and presentation skills.
- Proficiency in English, Mandarin, and Bahasa Malaysia.
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Needs Analysis
- Wealth Management
- Investment Products
- Sales Target Achievement
- Market Trend Analysis
- Communication
- Interpersonal Skills
- Presentation Skills
- Bahasa Malaysia
- Mandarin
- English
ทักษะเพิ่มเติม / Nice to have
- FIMM License
- SC License