Client Advisor (Southern Area)
UOB · City Square (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves proactively engaging with existing and potential clients to understand their financial goals and provide expert advice on a range of banking products, including investments and wealth management. You will develop personalized financial plans, identify cross-selling opportunities, and conduct regular portfolio reviews. The position requires ensuring compliance with regulations and internal policies while maintaining high client satisfaction.
หน้าที่ความรับผิดชอบ / Responsibilities
- Engage clients to understand financial objectives and risk tolerance
- Advise on banking products like deposits, loans, and investments
- Create personalized financial plans and strategies
- Identify opportunities for cross-selling and up-selling products
- Review client portfolios and provide market updates
- Ensure compliance with policies and regulatory standards
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Business, or Economics
- 2-3 years client-facing experience in banking or financial services
- Proven track record of achieving sales targets
- Strong understanding of financial products and market dynamics
- Excellent communication and presentation skills
- Customer-centric mindset with commitment to service
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Client Relationship Management
- Sales
- Financial Products Knowledge
- Market Dynamics
- Communication
- Presentation Skills
- Financial Analysis
- Microsoft Office
- English
- Bahasa Malaysia
ทักษะเพิ่มเติม / Nice to have
- PCE Certification
- FIMM Certification
- Takaful Certification