1,417 Client Relationships jobs in Malaysia

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.

Job Description

Job Summary: As a Relationship Manager, you will be responsible for managing customer relationships in accordance to UOB’s service standards. You will build strong and lasting relationships by ensuring timely responses to customers’ enquiries and deliver exceptional customer experience through proactive and personalized solutions.

Job Responsibilities

• Maintain high quality service standards and ensure customers are provided with prompt and accurate information on all aspects of their accounts and services
• Build long-term relationships with clients by providing excellent service and developing innovative banking solutions to meet client needs
• Identify opportunities to cross sell other banking products and services to customers
• Develop and implement strategies to retain existing clients and acquire new ones
• Manage multiple customer portfolios while maintaining high level of accuracy and attention to detail
• Provide input on product development initiatives based on market trends and customer feedback
• Ensure compliance with all relevant policies and procedures

Job Qualifications

• Degree holder in any field from a reputable university or college
• Minimum 2 years working experience in a customer facing role within the financial industry ( FIMM, IPPC & PCE& CEILI License)
• Experience in relationship management and/or sales
• Strong communication skills in both written and spoken English and Bahasa Malaysia
• Proficient in MS Office applications
• Ability to work independently and as part of a team
• Possess good leadership qualities
• Self motivated and results oriented
• Confident in problem solving and decision making
• Knowledge in banking operations would be an added advantage

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.

Overview

Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Overview

Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Are you ready to be part of a transformative journey in digital banking? Join our vibrant team of visionaries and innovators as we redefine SME banking. Our team thrives on collaboration, innovation, and a shared commitment to excellence. We are passionate about delivering tailored financial solutions to small and medium-sized enterprises (SMEs) through cutting-edge digital platforms. This is your opportunity to shape the future of banking and make a meaningful impact.

We are seeking a dynamic and customer-focused Business Banking Relationship Manager to join our digital bank. In this role, you will be responsible for acquiring, managing, and growing relationships with SMEs, providing financial solutions through digital channels. You will work independently while also collaborating with cross-functional teams to deliver exceptional service and drive SME growth.

• Identify and onboard new Business Banking clients through digital outreach, referrals, and partnerships.
• Manage a portfolio of Business Banking clients, ensuring high levels of satisfaction and retention.
• Conduct regular reviews to understand client needs and offer appropriate financial solutions.
• Promote the bank’s suite of Business Banking products.
• Utilize CRM and digital banking platforms to monitor client activity and engagement.
• Ensure all client interactions and transactions comply with regulatory and internal policies.
• Prepare regular reports on portfolio performance, client feedback, and market trends.

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Minimum 1–2 years of experience in financial institutions, Fintech or Digital Banking.
• Strong understanding of SME financial needs and banking products/microfinancing.
• Familiarity with digital banking platforms and fintech solutions.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and in a fast-paced, digital-first environment.

• Open-mindedness and constructive communication, fostering an environment of mutual support and growth.
• Responsibility and ownership, with a strong sense of accountability.
• Commitment to teamwork and achieving shared goals.
• Customer focus and dedication to delivering results.
• A proactive approach to leading change and innovation.
• Curiosity for continuous learning and improvement.
• Be part of a forward-thinking digital bank transforming Business Banking.
• Work with cutting-edge technology and innovative financial products.
• Enjoy a flexible, inclusive, and growth-oriented work culture.
• Contribute to the development of reliable systems that delight our Business Banking clients.
• Collaborate with a team of like-minded individuals to deliver exceptional products.

Entry level

Full-time

Sales and Business Development

Banking

Overview

Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

Overview

OCBC is Singapore’s longest established bank, dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We aim to be Asia’s leading financial services partner for a sustainable future by leveraging technology and creativity to become a future-ready learning organisation. We invite you to help build the bank of the future and work in friendly, supportive teams, delivering value to the community.

Your opportunity starts here. The definitive job description should be reviewed and discussed with your manager.

As a Commercial Banking Relationship Manager at OCBC, you’ll have the opportunity to build long-term relationships with business owners and decision-makers, helping them achieve their goals and grow their businesses. You will work with product specialists to identify opportunities and provide tailored solutions that meet clients’ needs, delivering exceptional service.

• Manage a portfolio of commercial banking clients, developing and maintaining relationships with business owners and decision-makers
• Conduct regular client reviews to understand business needs and identify opportunities for growth
• Collaborate with product specialists to develop tailored solutions (e.g., cash management, trade finance, lending products)
• Provide exceptional service by responding to queries and resolving issues
• Identify new business opportunities and develop strategies to pursue them

• A degree in a relevant field (e.g., business or finance)
• At least 3 years of experience in commercial banking or related field
• Strong relationship-building and communication skills
• Ability to understand complex business needs and develop tailored solutions
• Strong analytical and problem-solving skills
• Ability to work in a fast-paced environment and manage multiple tasks

• Competitive base salary
• A suite of holistic, flexible benefits to suit every lifestyle
• Community initiatives
• Industry-leading learning and professional development opportunities
• Your wellbeing, growth and aspirations are cared for as much as the needs of our customers

Equal opportunity . We are committed to fair employment and selection based on ability and fit with our culture and values.

Contact information and related job postings have been omitted to maintain focus on the role and its requirements.

Responsibilities

• Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
• Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
• Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
• Monitor overall customer experience and pre-empt or address any process lapses or delays in TAT.
• Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
• Provide the qualitative credit assessment for each application.
• Work closely with Account Managers to prepare credit proposals.
• Vet, sign and deliver Letters of Offer.

• Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
• Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
• Possess strong credit writing and analytical skills.
• Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.

New and exciting job opportunities have just opened up in our client's Malaysia offices. The client is a leading hospitality startup. They partner with hotels and properties creating quality living spaces for millions of travelers. They are present in 80+ countries and still growing!

They are looking for 3 Relationship Managers to be based in Kedah, Malaysia. Are you Malaysian citizens from North Malaysia? Reach out to us to learn more!

• Making sure all the booking converted to check in.
• Managing and ensuring all owner problems solved.
• Maintaining relationships with stakeholders.
• Working collaboratively with respective functions in order to increase the revenue.
• Act as a point of contact for hotel owners for operations support & escalations.
• Monitoring property revenue and performance.

• Looking to work for a hyper-growth and technology-led business that is transforming the hospitality industry.
• 1-3 years of relevant experience in operations and key accounts handling.
• Analytical skills.
• Prior experience in managing cross-functional operations and customer escalation.
• Demonstrate high ethical values.
• Self-motivated and have the ability to work independently in a fast-paced, and multi-tasking environment.

Responsibilities

• Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
• Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
• Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
• Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
• Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
• Provide the qualitative credit assessment for each application.
• Work closely with Account Managers to prepare credit proposals.
• Vet, sign and deliver Letters of Offer.

• Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
• Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
• Possess strong credit writing and analytical skills.
• Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.