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Relationship Manager
UOB
Posted
yesterday

Selangor, Malaysia

Remote

MYR 8K

Mid Level

Full Time

Job Categories

Finance Management Banking Sales Customer

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Sema Summary

The Relationship Manager role at UOB focuses on delivering wealth banking services to clients. Responsibilities include managing portfolios, developing client relationships, and achieving sales targets. The ideal candidate should have experience in finance and customer service, demonstrating strong interpersonal and sales skills. This full-time position offers a hybrid work environment, allowing flexibility between remote work and in-office presence.

About Company

UOB is a leading bank in Asia, known for its commitment to customer service and innovation in financial solutions.

Core Requirements

Bachelor's degree in Finance or related field
3 years of experience in banking or wealth management
Strong communication skills
Customer-oriented mindset
Proven sales abilities

Responsibilities

Manage client portfolios effectively.
Build and maintain strong client relationships.
Identify and pursue new sales opportunities.
Provide financial advice to clients.
Achieve sales targets and KPIs.
Collaborate with financial advisors for client solutions.
Stay updated on market trends and regulations.

Must Have skills

Wealth managementSales strategiesClient relationsFinancial analysisCommunication

Nice To Have Skills

NetworkingProblem-solvingTime management

Tools Knowledge Requried

CRM softwareFinancial modeling toolsMicrosoft OfficeData analysis platforms

Job Keywords

bankingfinancewealth managementclient relationssales

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