AVP, Relationship Manager - Wealth Banking (Kuantan)
UOB · Kuantan (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves providing financial advisory and investment solutions to UOB's mass-affluent customers. The successful candidate will manage client relationships and achieve individual sales targets. This position requires adherence to banking policies and regulatory requirements while ensuring accurate and timely completion of sales and compliance processes.
หน้าที่ความรับผิดชอบ / Responsibilities
- Provide financial and investment advice to clients
- Develop and maintain client relationships
- Achieve individual sales targets
- Ensure proper advisory procedures and documentation
- Adhere to bank policies and regulatory requirements
คุณสมบัติ / Qualifications
- University degree
- At least 1 year of financial advisory experience in banking or financial services
- Knowledge of wealth management and investment products
- Results-oriented and self-driven
- Ability to engage and manage clients
- Proven sales target achievement
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Investment Products
- Wealth Management
- Client Relationship Management
- Sales Target Achievement
- Compliance Adherence