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.

Job Description

* Manage and grow a portfolio of existing clients, identifying opportunities for cross-selling and up-selling banking products and services.
* Proactively engage with clients to understand their financial objectives, risk appetite, and investment preferences.
* Provide comprehensive financial advice and solutions, including but not limited to deposits, loans, investments, insurance, and wealth management products.
* Conduct regular reviews of client portfolios and financial situations, recommending adjustments as needed.
* Acquire new high-net-worth clients through networking, referrals, and other business development activities.
* Ensure compliance with all internal policies, procedures, and relevant regulatory requirements.
* Collaborate with internal stakeholders, including product specialists, credit teams, and operations, to deliver seamless client service.
* Prepare and present financial proposals, reports, and presentations to clients.
* Stay updated on market trends, economic developments, and competitor activities to provide informed advice.
* Resolve client inquiries and issues efficiently and professionally.

Job Qualifications:
* Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certifications (e.g., FIMM, CMSRL) will be an advantage.
* Minimum of 3-5 years of experience in relationship management within the banking or financial services industry, preferably with a focus on retail or preferred banking segments.
* 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.
* Demonstrated ability to understand client needs and provide tailored financial solutions.
* High level of integrity, professionalism, and ethical conduct.
* Ability to work independently and as part of a team in a fast-paced environment.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Fluency in English and Bahasa Malaysia is required. Proficiency in other languages (e.g., Mandarin) is a plus.

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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