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MGR/AVP, Relationship Manager – Wealth Banking
UOBWealth banking relationship manager promoting UOB Malaysia’s investment, insurance, and retail banking products. Managing customer relationships and matching financial needs with suitable banking solutions across East Malaysia.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services with a focus on customer relationship management and effective financial advice. Proven ability to market and promote banking products while driving sales and portfolio growth.
Highest-signal resume keywords
Financial Services ExperienceCustomer Relationship ManagementSales ExperienceCommunication SkillsInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking ProductsFinancial ManagementPortfolio ExpansionCross-SellingInvestment Opportunities
Soft Skills
IntegrityProfessionalismResults-DrivenSelf-Motivated
Industry Keywords
Personal BankerRetail BankingUnit TrustsInsuranceTreasury InvestmentsDepositsCards
About the role
Key responsibilities & impact- Market and promote banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products
- Manage key relationships with existing and potential customers
- Provide advice on effective financial management to support portfolio expansion
- Analyse customers’ financial requirements and match them with suitable bank product offerings
- Develop mutually beneficial banking investment opportunities
- Proactively cross-sell other banking products and services
Requirements
What you’ll need- Experience in the Financial Services industry, preferably as a personal banker
- Candidates with any sales experience are encouraged to apply
- High degree of integrity and professionalism
- Strong customer relationship management skills
- Strong communication and interpersonal skills
- Dynamic, results-driven, and self-motivated
Benefits
Comp & perks- Equal opportunity employer
- Recruitment process assistance and accommodations available upon request
- Collaborative and progressive work environment
- Investment in employees and long-term career development