Mgr/AVP, Relationship Manager - Wealth Banking
UOB · Lebuh Bishop (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves actively promoting and selling a diverse range of banking products and services, including investments and insurance, to prospective clients with significant assets under management. You will be responsible for cultivating strong relationships with both new and existing customers, offering expert financial guidance to expand their portfolios. The position requires analyzing client needs to align them with suitable banking products, fostering mutually beneficial investment opportunities.
หน้าที่ความรับผิดชอบ / Responsibilities
- Market and promote various banking products and services to potential clients
- Manage relationships with existing and new customers, providing financial advice
- Analyze customer financial needs and match them with suitable product offerings
- Proactively cross-sell additional banking products and services
คุณสมบัติ / Qualifications
- Experience in the financial services industry, preferably as a personal banker
- Sales experience is highly valued
- High degree of integrity and professionalism
- Strong customer relationship management skills
- Excellent communication and interpersonal abilities
- Dynamic, results-driven, and self-motivated
ทักษะที่ต้องการ / Required skills
- Sales
- Customer Relationship Management
- Financial Services
- Communication
- Interpersonal Skills
- Integrity
- Professionalism
ทักษะเพิ่มเติม / Nice to have
- Wealth Management
- Investment Products
- Insurance Products
- Unit Trusts