AVP, Client Advisor - Privilege Banking (Klang)
UOB · Klang (City Area)
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves acquiring and cultivating relationships with high-net-worth clients to drive revenue growth. The successful candidate will manage key client relationships, providing expert financial advice and matching banking products to their investment needs. This position focuses on expanding client portfolios and achieving strong wealth revenue performance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth clients
- Manage existing client relationships and provide financial advice
- Analyze client needs and recommend suitable banking products
- Cross-sell various banking products and services
- Achieve wealth revenue targets and client growth
- Identify business opportunities aligned with strategy
คุณสมบัติ / Qualifications
- Experience in the financial services industry
- Prior experience serving high-net-worth clients
- 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
- Client Acquisition
- Relationship Management
- Financial Advisory
- Wealth Management
- Cross-selling
- Investment Products