AVP/MGR, Relationship Manager - Wealth Banking
UOB · Jalan Kelawei (City Area)
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Malaysia, this role involves marketing and promoting a diverse range of banking products and services to potential clients with significant assets under management. The successful candidate will manage key customer relationships, providing financial advice and matching client needs with suitable investment opportunities. This position requires proactive cross-selling of banking products to expand portfolios and foster mutually beneficial partnerships.
หน้าที่ความรับผิดชอบ / Responsibilities
- Promote and market various banking products and services to potential clients
- Manage relationships with existing and prospective customers
- Provide financial advice for effective wealth management and portfolio expansion
- Analyze client financial needs and align them with suitable bank offerings
- Proactively cross-sell additional banking products and services
คุณสมบัติ / Qualifications
- Experience in the financial services industry, preferably as a personal banker
- Prior sales experience is encouraged
- 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
- Personal Banking
- Wealth Management
- Investment Products