Company: 2201 United Overseas Bank (Malaysia) Bhd
About UOB
United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.
Job Description
Proactively manage and expand an existing portfolio of high-net-worth clients, identifying their financial needs and providing comprehensive banking solutions across various products and services (e.g., wealth management, banca, treasury).
•Develop and execute client retention strategies, including regular client engagement, portfolio reviews, and proactive outreach to understand evolving needs.
•Acquire new clients through referrals, networking, and direct outreach, aligning with the bank's growth objectives.
•Conduct thorough financial analysis and risk assessments for clients, ensuring appropriate product recommendations and compliance with internal credit policies and regulatory guidelines.
•Collaborate effectively with internal product specialists, credit teams, and other departments to deliver integrated solutions and a seamless client experience.
•Stay updated on market trends, economic conditions, and competitor activities to identify new business opportunities and inform client strategies.
•Ensure strict adherence to all internal policies, operational procedures, and relevant regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) guidelines.
•Prepare and present client proposals, reports, and other documentation accurately and professionally.
•Resolve client inquiries and issues promptly and efficiently, escalating complex matters when necessary.
Job Qualifications
•Bachelor's degree in Business Administration, Finance, Economics, or a related field. .
•Minimum of 2-3 years with license, FIMM, IPPC, PCE & CEILI of experience in relationship management within the banking or financial services industry, with a proven track record of managing and growing a client portfolio.
•Strong understanding of banking products and services, including wealth management, deposits, and treasury solutions.
•Excellent interpersonal, communication, and presentation skills, with the ability to build rapport and trust with diverse clients.
•Demonstrated ability to analyze financial data, assess risk, and propose appropriate financial solutions.
•Strong sales and negotiation skills, with a results-oriented mindset.
•In-depth knowledge of local and international financial regulations and compliance requirements.
•Ability to work independently and as part of a team in a fast-paced environment.
•Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
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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