242 Client Relationships jobs in Selangor
Relationship Manager
Posted today
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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.
#J-18808-LjbffrRelationship Manager
Posted 14 days ago
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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.
Relationship Manager
Posted today
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Job Description
Responsibilities:
- Revenue Performance
– The ComBk RM will be provided with a portfolio of larger SME customers of the branch. His or her role will be that of engaging and servicing this portfolio of business customers and to achieve a desirable revenue growth target by cross-selling and up-selling various relevant business banking products that meet the customers' needs. These business banking products will cover a full range of loan and liability products but principally will be working capital loans, deposit products, FX sales and cash management services. - Relationship Building
– The ComBk RM is entrusted to ensure he or she constantly engaging the Bank's key community banking customers by providing timely and effective follow-up and services. He or she is expected to contact and engaging the bank's customer in accordance to Bank's engagement policy to retain and grow the customer relationship and hence securing larger wallet share of the customers. - Risk Management
– The ComBk RM is required to diligently obtain relevant information and ensure integrity are maintained at all times when dealing with Bank's customers. - Compliance & Audit
– He or she is expected at all times, perform his role and duties to accordance to the law, regulation, rules and policies relating to all activities and conducts to ensure to we deliver an acceptable and professional services to our valued business customers. - Work Quality
– He or she is also expected in conforming to Bank's internal quality policies and requirement to ensure effectiveness and efficiency in carry out his or her duties within the Bank.
Requirements
- Must have a minimum qualification of a recognized Diploma/Degree or equivalent.
- Graduates with no working experience are welcomed to apply, training will be provided.
Relationship Manager
Posted today
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Job Description
Overall
Responsible to achieve sales targets.
What you will do
- Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
- Ensure achievement of targets assigned
- Work with Branch Manager to ensure sales activities are in line with business direction
- Review performance with Branch Manager.
- Grow the Asset Under Management (AUM) , fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
- Source for new business/customers
- Build rapport/enhance relationship with customers
- Joint sales marketing with Branch Manager
- Retain existing customers; grow share of wallet with the bank through cross-selling
- Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
- Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
- Deliver good customer service and follow up.
- Ensure all customer complaints and feedback being resolved within TAT.
Qualifications
- Qualification - Degree from any university
- Minimum qualification – Diploma but must have at least 3 years' experience in sales
- Must have at least 2 years working experience in similar environment
- Candidates must have experience in branch sales and operations
- Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
- Proven track record in sales performance.
- Strong MS Excel skills
- Able to work in tight deadlines and stressful situation
- Ability to multi-task
- Good command of English
Relationship Manager
Posted today
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Job Description
Drive Business. Build Relationships. Accelerate Your Career.
At ETHOZ, we provide innovative and flexible vehicle leasing solutions tailored to meet our clients' evolving needs. We are seeking for dynamic and results-driven Sales Representative to join our team — someone who thrives in a fast-paced, high-energy environment, adapts quickly to changing priorities, and consistently achieves or exceeds sales targets.
Key Responsibilities:
- Identify and develop new business opportunities in commercial vehicle leasing (hunter-focused role).
- Build and maintain a robust pipeline of prospective clients.
- Manage and grow customer accounts through consistent engagement and value-added solutions.
- Deliver dedicated account servicing and develop customised proposals aligned with client needs.
- Achieve individual and team sales goals.
Qualifications:
- SPM or a related field.
- Strong interpersonal and communication skills.
- Self-motivated, results-oriented, and capable of working independently.
- Highly motivated. Can excel in a high-energy, fast-moving work environment and can handle multiple priorities with speed and precision
Requirements:
- Possess a valid Malaysian Class D driving licence.
- Proactive, driven, and detail-oriented team player.
- Customer-first mindset with a focus on delivering service excellence and building lasting client relationships.
- Strong sales acumen with excellent problem-solving and negotiation skills.
- Ability to adapt sales strategies to meet varying client needs.
- Fresh graduates with a strong passion for sales are welcome to apply.
Why Join ETHOZ?
- Vibrant and supportive work culture
- Opportunities for professional growth in the automotive and leasing sector
- Competitive remuneration and performance incentives
- Be part of a reputable brand with a strong market presence
Ready to drive your success with us?
Apply now and take the wheel of your career at ETHOZ.
Relationship Manager
Posted today
Job Viewed
Job Description
Relationship Manager
role at
UOB
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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.
Responsibilities
Responsible for managing a portfolio of Commercial clients (loan size up to MYR60million) including evaluating their loan applications, conducting credit reviews, marketing and cross-selling a wide range of banking products and services
Monitor overall facility utilisation and profitability of the assigned portfolio
Build rapport and develop meaningful networking to maintain account relationships with both existing and prospective customers/clients
Build customer/client loyalty by establishing a trusted advisor relationship, as ‘The Trusted Banker to call’
Identify customers/clients’ needs and capture new financing and/or cross selling opportunities; negotiate for best margins to optimise profitability
Deliver both in terms of speed and quality for all KPIs assigned
Ensure accuracy on customer due diligence (CDD) and Know Your Customer (KYC)
Requirements
Possess a recognised degree or Diploma / Bachelor's degree, in any field, from an accredited university/colleges
Preferably someone with at least 5 years of sales experience
Strong business acumen, proactive and a highly motivated self-starter
Positive attitude, excellent communication and interpersonal skills
Excellent team work/spirit
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.
Apply now and make a Difference
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development Industries Banking
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Selangor, Malaysia .
Petaling Jaya, Selangor, Malaysia 6 days ago
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Relationship Manager
Posted 3 days ago
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Job Description
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.
Accountabilities
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.
Requirements
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.
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Relationship Manager
Posted 5 days ago
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Due to the volume of applications, we regret to inform that only shortlisted candidates will be notified. Required Skills:
Site Visits Dynamics New Business Opportunities Referrals Business Salary Package: #J-18808-Ljbffr
Relationship Manager
Posted 5 days ago
Job Viewed
Job Description
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. Qualifications
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.
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Client Relationship Manager
Posted 16 days ago
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Purpose of the Job
Champion and lead adoption of the Clients for Life process and tools to drive retention
- Drive Accountability - work closely with the business to develop, implement annual retention activity plans and ensure retention tools and techniques are embedded into the account lifecycle of all key contracts.
- Facilitate Action - ensure reporting from the retention section of Soforce, related dashboards and interview reports, is correctly distributed to respective stakeholders for awareness and timely actions.
- Educate - conduct the training necessary to ensure that operators and support functions, are equipped to be industry leading when it comes to implementing retention activities.
- Coach – provide insights and advice to leadership teams, to enable the management of warning signs, develop client relationships, address risk of defection and to grow the business.
- Engage - as a member of the Client Retention global community, participate actively in events set up by the community and apply learnings from those activities into their geographies for effective utilization.
- Project Management skills: ability to advance large projects while supporting day to day and ad hoc tasks
- Ensures Accountability for self and others while exercising neutrality and adherence to Client Retention’s core objectives
- Courage to step up, address difficult topics and have the necessary conversations transparently
- Analyse information qualitatively and quantitatively with high level of numeracy
- Strong listening skills and manages ambiguity effectively
- Influence and persuade, with ability to frame reports and output with the key takeaways needed to be understood
- Resilient and Action Oriented to take on new opportunities and tough challenges with a sense of urgency
- Strong and creative communication skills with ability to to write concise, compelling reports for onward sharing with senior leaders.
– The most difficult types of problems the jobholder has to face (internal or external to Sodexo) and/or the regulations, guidelines, practices that are to be adhered to.
This role requires the incumbent to:
- Maintain objectivity and neutrality when faced with pressure from the business, ensuring that reports and analysis is provided to key stakeholders in a timely and accurate manner
- Be agile in managing projects, multiple data sources and streams of information before taking the relevant elements to create content that is digestible whilst impactful
- Possess strong accountability and ownership to drive change, analyze data and present factual information to the business for actionable outcome
- Accountable for all levels of reporting needed across the business
- Help the retention team and the business, understand the key trends observed and the suggested activities needed to minimize risk of loss in business
- Lead for understanding the business at risk and the predicted retention outcomes
- Graduate caliber preferred, skills based learning through tertiary or apprenticeship also considered
- Insight management or other PMO style skills
- Operational understanding of Sodexo’s on-site business, particularly client relations and the ongoing activities that operators undertake to retain and grow our business
- Strong numeracy, able to build robust business cases and drive clear actions
- Understanding of how to develop and deploy multi-channel communication programs
- Fluent English and local language speaker, able to interact in global webinar and community events