MGR/AVP, Relationship Manager - Wealth Banking (Seremban)
UOB · Seremban (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role focuses on growing and nurturing a portfolio of affluent clients by delivering personalized financial and wealth solutions. The position requires proactive engagement to analyze client needs, cross-sell diverse banking products, and reach commercial targets. Working closely with internal teams, you will deliver exceptional customer service while maintaining strict compliance with banking guidelines.
หน้าที่ความรับผิดชอบ / Responsibilities
- Cultivate and expand a portfolio of high-net-worth or commercial banking clients
- Identify customer requirements to cross-sell investment, loan, deposit, and treasury products
- Perform financial assessments and risk reviews to offer appropriate advisory solutions
- Meet individual and team sales targets and business expansion goals
- Draft and deliver credit proposals and analytical reports to internal committees
- Ensure strict adherence to internal policies and regulatory standards
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Banking, Business Administration, or related disciplines
- At least 3 to 5 years of relationship management experience in financial services
- Demonstrated history of meeting sales targets and managing client relationships
- Sound knowledge of wealth products, financial markets, and credit evaluation
- Strong interpersonal, negotiation, and communication capabilities
- Holding relevant licenses such as FIMM or SC certifications is advantageous
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Financial Analysis
- Cross-selling
- Credit Risk
- Banking Products
- Negotiation
ทักษะเพิ่มเติม / Nice to have
- FIMM
- SC License