MGR/AVP, Relationship Manager - Wealth Banking (Nationwide)
UOB · Kuala Lumpur (City Area)
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves managing client relationships within Wealth Banking, ensuring satisfaction with UOB's diverse product and service offerings. The Relationship Manager will identify client needs, provide tailored financial solutions, and actively cross-sell banking products. This position requires strong communication and relationship-building skills to foster long-term client engagement.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and market a variety of banking products, including unit trusts, insurance, and deposits, to potential clients with specific asset under management (AUM) thresholds.
- Cultivate and manage relationships with existing and prospective customers, offering financial advice to expand their portfolios.
- Analyze customer financial needs and align them with suitable bank products to create mutually beneficial investment opportunities.
- Proactively cross-sell additional banking products and services to clients.
คุณสมบัติ / Qualifications
- Experience in the financial services sector, preferably as a personal banker.
- Prior sales experience is beneficial.
- Demonstrated high 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
- Sales
- Financial Products
- Communication
- Interpersonal Skills
- Integrity
- Professionalism
- Self-Motivation
ทักษะเพิ่มเติม / Nice to have
- Personal Banking