Wealth Acquisition Specialist

6 days ago


Klang, Selangor, Malaysia UOB Full time
About UOB

UOB is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories. With a history spanning over 80 years, we have established ourselves as a trusted partner for businesses and individuals alike.

We are committed to delivering exceptional service and innovative financial solutions to our customers. In the Retail function, we cater to Personal and Business Banking customers, offering a wide range of products and services designed to meet their unique needs.

About the Department

The SME Banking team at UOB focuses on developing customized solutions to support small and medium-sized enterprises (SMEs) in their growth journey. We offer a comprehensive suite of services, including deposit accounts, insurance, secured and unsecured loans, investment, and wealth advisory services.

Our goal is to empower SMEs with the necessary tools and resources to succeed in today's competitive business environment.

Job Responsibilities

As a Business Wealth Acquisition Manager or Relationship Manager, your key responsibilities will include:

  • Sales and marketing of deposits and FOREX
  • Acquiring new business accounts and managing existing customer relationships
  • Identifying business opportunities and driving sales efforts to meet targets

You will work closely with the Branch Manager and Team Head to achieve overall deposit targets and contribute to the growth of the business.

Requirements

To excel in this role, you should possess:

  • Strong business acumen and excellent sales and customer relationship management skills
  • Minimum 1-2 years of experience in business-to-consumer sales with a proven track record
  • Ability to work independently and as part of a team


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