VP, Relationship Manager, Commercial Banking
UOB · Kuching (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding a portfolio of commercial banking clients, identifying cross-selling opportunities, and understanding their financial objectives. The successful candidate will provide comprehensive financial advice and solutions, ensuring compliance with regulations. This position requires proactive client engagement and the acquisition of new high-net-worth clients through various business development activities.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow an existing client portfolio, identifying cross-selling opportunities
- Engage with clients to understand their financial goals and risk tolerance
- Provide comprehensive financial advice and solutions, including various banking products
- Review client portfolios regularly and recommend adjustments as needed
- Acquire new high-net-worth clients through networking and business development
- Ensure compliance with internal policies and regulatory requirements
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business, or Economics
- 3-5 years of relationship management experience in banking or financial services
- Proven track record of achieving sales targets and building strong client relationships
- Excellent understanding of banking products, financial markets, and investment principles
- Strong communication, interpersonal, and presentation skills
- Fluency in English and Bahasa Malaysia
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Sales
- Financial Advisory
- Banking Products
- Financial Markets
- Investment Principles
- Client Acquisition
- Compliance
- English
- Bahasa Malaysia
ทักษะเพิ่มเติม / Nice to have
- FIMM
- CMSRL
- Mandarin