MGR - VP, Client Advisor
UOB · Bukit Mertajam (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves acquiring and nurturing relationships with high-net-worth clients to strengthen customer ties and generate revenue. The successful candidate will manage key client relationships, providing financial advice and matching their needs with the bank's product offerings. This position requires proactively identifying business opportunities and cross-selling banking products to drive strong wealth revenue performance and client growth.
หน้าที่ความรับผิดชอบ / Responsibilities
- Acquire and develop relationships with high-net-worth customers
- Manage existing and potential client relationships, offering financial advice
- Analyze client financial needs and align them with bank products
- Proactively cross-sell various banking products and services
- Achieve strong wealth revenue, client growth, and product penetration targets
- Identify business opportunities to support overall strategy
คุณสมบัติ / Qualifications
- Experience in the financial services sector
- Prior experience serving high-net-worth clientele
- Demonstrated 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
- Sales
- Cross-selling
- Communication
- Interpersonal Skills
- Financial Services