Job Description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Responsibilities:**

* Proactively identify, acquire, and onboard new high-net-worth clients and businesses, expanding the bank's client base.
* Manage and grow an existing portfolio of clients, deepening relationships through regular engagement and personalized financial advice.
* Conduct thorough financial needs analysis for clients, understanding their investment goals, risk appetite, and financial objectives.
* Develop and present comprehensive financial solutions, including investment products, loans, deposits, and other banking services, tailored to client needs.
* Monitor market trends and economic conditions to provide informed advice and proactively identify opportunities or risks for clients.
* Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
* Collaborate with internal product specialists, credit analysts, and other departments to deliver integrated solutions and exceptional client service.
* Prepare and present regular reports on client portfolio performance, sales activities, and market insights.
* Resolve client inquiries and complaints efficiently and professionally, ensuring high levels of client satisfaction.
* Participate in client events, networking activities, and industry forums to enhance brand visibility and generate new leads.

Qualifications:**

* Bachelor's degree in Business Administration, Finance, Economics, or a related field.
* Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on high-net-worth individuals or businesses.
* Proven track record of achieving sales targets and growing client portfolios.
* Strong understanding of banking products and services, investment instruments, and financial markets.
* Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with diverse clients.
* Demonstrated ability to analyze financial data, identify client needs, and develop effective financial solutions.
* Results-oriented with a strong customer service mindset.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Ability to work independently and as part of a team in a fast-paced environment.
* Relevant professional certifications (e.g., FIMM, PCE, CEILI) are a distinct advantage.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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