MGR, Relationship Manager - Wealth Banking (Klang)
UOB · Klang (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding a portfolio of high-net-worth or corporate clients, providing tailored financial solutions. The Relationship Manager will identify new business opportunities, offer comprehensive financial advice, and ensure client satisfaction. This position requires a strong understanding of banking products and a commitment to achieving sales targets while adhering to regulatory standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and onboard new high-net-worth or corporate clients.
- Manage and grow an existing client portfolio, ensuring high retention.
- Analyze financial needs and provide comprehensive banking solutions.
- Collaborate with internal teams to deliver integrated services.
- Monitor market trends and regulatory changes for client benefit.
- Prepare proposals, conduct reviews, and manage client expectations.
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, or a related field.
- 1-2 years of relationship management experience in banking.
- Proven track record of achieving sales targets.
- Strong understanding of banking products and wealth management.
- Excellent communication and interpersonal skills.
- Proficiency in English, Mandarin, and Bahasa Malaysia.
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Analysis
- Sales
- Wealth Management
- Banking Products
- Communication
- Interpersonal Skills
- Market Analysis
- Compliance
- Financial Advice
ทักษะเพิ่มเติม / Nice to have
- FIMM License
- SC Licenses