Relationship Manager

About This Role

This role involves building and maintaining strong, long-term relationships with a portfolio of clients, understanding their financial needs, and providing tailored banking solutions to help them achieve their financial goals.

Responsibilities

• Proactively identify, acquire, and onboard new High Net Worth (HNW) or corporate clients, developing a robust client pipeline through networking, referrals, and strategic outreach
• Manage and grow an existing portfolio of HNW or corporate clients, ensuring high levels of client satisfaction and retention
• Conduct in-depth financial needs analysis and provide comprehensive financial advice and solutions across a range of products including deposits, investments, loans, and wealth management services
• Collaborate with product specialists, credit analysts, and other internal stakeholders to deliver integrated and holistic banking solutions to clients
• Monitor market trends, economic conditions, and regulatory changes to identify opportunities and mitigate risks for clients
• Prepare and present financial proposals, conduct regular client reviews, and manage client expectations effectively
• Ensure full compliance with all internal policies, banking regulations, and ethical standards
• Achieve individual and team sales targets and key performance indicators (KPIs)
• Maintain accurate client records and documentation in the bank's systems

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field
• Minimum of 1-2 years of experience in relationship management within the banking or financial services industry, preferably with exposure to HNW or corporate clients
• Proven track record of achieving sales targets and building strong client relationships
• Strong understanding of banking products and services, including investments, loans, and wealth management
• Excellent communication, interpersonal, and presentation skills
• Ability to analyze financial data, interpret market trends, and provide sound financial advice
• Self-motivated, results-oriented, and able to work independently as well as part of a team
• Proficiency in English, Mandarin, Bahasa Malaysia

Nice to have:

• Relevant professional certifications (e.g., FIMM, SC licenses)

About the Company

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. It operates through its head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. UOB's history spans more than 80 years, guided by values of being Honorable, Enterprising, United and Committed.