MGR/AVP - Client Advisor (Miri)
UOB · Miri (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing and expanding relationships with high-net-worth clients, focusing on wealth management and financial advisory. The successful candidate will analyze client financial needs, offer suitable banking products, and drive revenue growth. This position requires a proactive approach to identifying business opportunities and delivering strong performance results.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and cultivate relationships with high-net-worth clients to generate revenue
- Manage client relationships and provide financial advice for portfolio expansion
- Match client financial needs with bank products for investment opportunities
- Proactively cross-sell various banking products and services
- Achieve strong wealth revenue, client growth, and product penetration targets
- Identify business opportunities to drive performance aligned with strategy
คุณสมบัติ / Qualifications
- Experience in the financial services sector, serving high-net-worth clients
- High degree of integrity and professionalism
- Strong customer relationship management abilities
- Excellent communication and interpersonal skills
- Dynamic, results-oriented, and self-motivated
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Financial Analysis
- Business Development